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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 | $59,555 | $159,934-62.8% | $147,005-59.5% | $145,959-59.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 14.00% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,444 | $8,427-35.4% | $8,070-32.5% | $6,689-18.6% |
| Admin fee / account holder | $7,016 | $15,053-53.4% | $13,006-46.1% | $13,398-47.6% |