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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 | $38,803 | $183,516-78.9% | $155,534-75.1% | $145,884-73.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 42.72% | 61.43%-18.7pp | 64.92%-22.2pp | 551.85%-509.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,323 | $6,467+167.9% | $5,630+207.7% | $6,690+158.9% |
| Admin fee / account holder | $11,022 | $19,293-42.9% | $15,900-30.7% | $13,392-17.7% |