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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,979 | $159,978-31.9% | $147,041-25.9% | $145,978-25.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.34% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,102 | $8,429-27.6% | $8,071-24.4% | $6,690-8.8% |
| Admin fee / account holder | $1,487 | $15,053-90.1% | $13,006-88.6% | $13,400-88.9% |