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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 | $24,439 | $160,040-84.7% | $147,096-83.4% | $145,877-83.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.75% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,976 | $8,429-52.8% | $8,071-50.7% | $6,691-40.6% |
| Admin fee / account holder | $2,324 | $15,050-84.6% | $13,005-82.1% | $13,402-82.7% |