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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 | $52,661 | $115,810-54.5% | $101,271-48.0% | $158,966-66.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.81% | 56.15%-44.3pp | 46.48%-34.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,500 | $4,958-29.4% | $4,371-19.9% | $5,983-41.5% |
| Admin fee / account holder | $1,049 | $7,248-85.5% | $5,948-82.4% | $11,250-90.7% |