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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 | $60,272 | $185,905-67.6% | $170,057-64.6% | $139,487-56.8% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 11.58% | 60.56%-49.0pp | 53.42%-41.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,966 | $11,627-57.3% | $10,411-52.3% | $6,713-26.0% |
| Admin fee / account holder | $685 | $15,397-95.6% | $12,826-94.7% | $11,407-94.0% |