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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 | $64,380 | $148,582-56.7% | $135,942-52.6% | $139,456-53.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.58% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,663 | $8,101-42.4% | $7,759-39.9% | $6,711-30.5% |
| Admin fee / account holder | $947 | $12,402-92.4% | $10,764-91.2% | $11,407-91.7% |