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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 | $183,592-78.9% | $155,574-75.1% | $145,877-73.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 42.72% | 61.37%-18.7pp | 64.87%-22.1pp | 551.28%-508.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,323 | $6,466+167.9% | $5,629+207.7% | $6,691+158.9% |
| Admin fee / account holder | $11,022 | $19,316-42.9% | $15,914-30.7% | $13,402-17.8% |