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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 | $46,004 | $157,304-70.8% | $141,197-67.4% | $152,909-69.9% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 20.12% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $9,228 | $5,263+75.4% | $4,736+94.8% | $4,764+93.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,330 | $12,126-80.8% | $10,265-77.3% | $11,601-79.9% |