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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 | $71,239 | $157,296-54.7% | $141,191-49.5% | $152,897-53.4% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 29.31% | 64.34%-35.0pp | 71.41%-42.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,577 | $7,111-21.6% | $6,710-16.9% | $5,851-4.7% |
| Admin fee / account holder | $761 | $12,125-93.7% | $10,264-92.6% | $11,599-93.4% |