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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 | $70,366-70.9% | $66,674-69.3% | $138,895-85.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 14.49% | 386.41%-371.9pp | 321.24%-306.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,443 | $4,374-44.1% | $4,084-40.2% | $6,396-61.8% |
| Admin fee / account holder | $599 | $5,262-88.6% | $5,098-88.3% | $12,562-95.2% |