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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 | $20,459 | $72,071-71.6% | $68,368-70.1% | $137,256-85.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 14.49% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,443 | $4,410-44.6% | $4,123-40.7% | $6,407-61.9% |
| Admin fee / account holder | $599 | $5,336-88.8% | $5,150-88.4% | $12,270-95.1% |