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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 | $65,067 | $105,929-38.6% | $81,926-20.6% | $158,950-59.1% |
| Participation rate | 70.6% | 75.6%-5.0pp | 72.0%-1.4pp | 82.0%-11.4pp |
| Annual return | 16.46% | 38.19%-21.7pp | 29.49%-13.0pp | 302.91%-286.5pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,853 | $13,007-85.8% | $7,108-73.9% | $5,983-69.0% |
| Admin fee / account holder | $1,294 | $8,492-84.8% | $5,159-74.9% | $11,248-88.5% |