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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 | $66,340 | $226,105-70.7% | $182,540-63.7% | $152,897-56.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 9.94% | 192.58%-182.6pp | 148.58%-138.6pp | 345.43%-335.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,700 | $6,370-73.3% | $5,525-69.2% | $5,851-70.9% |
| Admin fee / account holder | $575 | $10,706-94.6% | $8,593-93.3% | $11,599-95.0% |