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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 | $55,945 | $138,076-59.5% | $123,553-54.7% | $135,380-58.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 2.32% | 153.70%-151.4pp | 119.21%-116.9pp | 519.81%-517.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,171 | $6,800+5.5% | $6,426+11.6% | $5,609+27.9% |
| Admin fee / account holder | $943 | $10,917-91.4% | $9,284-89.8% | $10,828-91.3% |