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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 | $55,411 | $157,304-64.8% | $141,197-60.8% | $152,909-63.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,450 | $7,111+18.8% | $6,710+25.9% | $5,851+44.4% |
| Admin fee / account holder | $1,423 | $12,126-88.3% | $10,265-86.1% | $11,601-87.7% |