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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 | $70,732 | $115,810-38.9% | $101,271-30.2% | $158,966-55.5% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 13.74% | 56.15%-42.4pp | 46.48%-32.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,537 | $4,958-48.8% | $4,371-42.0% | $5,983-57.6% |
| Admin fee / account holder | $529 | $7,248-92.7% | $5,948-91.1% | $11,250-95.3% |