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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 | $42,923 | $107,353-60.0% | $92,903-53.8% | $152,885-71.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.86% | 145.62%-123.8pp | 109.43%-87.6pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,000 | $4,848+23.8% | $4,238+41.6% | $5,851+2.6% |
| Admin fee / account holder | $969 | $7,081-86.3% | $5,795-83.3% | $11,598-91.6% |