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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 | $60,737 | $185,905-67.3% | $170,057-64.3% | $139,487-56.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.21% | 60.56%-38.4pp | 53.42%-31.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,765 | $11,627-50.4% | $10,411-44.6% | $6,713-14.1% |
| Admin fee / account holder | $321 | $15,397-97.9% | $12,826-97.5% | $11,407-97.2% |