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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 | $76,007 | $166,131-54.2% | $164,975-53.9% | $145,877-47.9% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 13.69% | 100.37%-86.7pp | 70.12%-56.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,588 | $6,962-62.8% | $6,033-57.1% | $6,691-61.3% |
| Admin fee / account holder | $14,711 | $16,648-11.6% | $12,688+15.9% | $13,402+9.8% |