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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 | $112,041 | $176,105-36.4% | $159,474-29.7% | $167,536-33.1% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 10.32% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,324 | $7,751-57.1% | $7,353-54.8% | $6,342-47.6% |
| Admin fee / account holder | $5,177 | $12,559-58.8% | $10,802-52.1% | $12,315-58.0% |