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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 | $26,870 | $107,363-75.0% | $92,909-71.1% | $152,897-82.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 23.86% | 145.63%-121.8pp | 109.44%-85.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,364 | $4,848-51.2% | $4,238-44.2% | $5,851-59.6% |
| Admin fee / account holder | $565 | $7,082-92.0% | $5,795-90.3% | $11,599-95.1% |