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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 | $160,040-62.8% | $147,096-59.5% | $145,877-59.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 14.00% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,444 | $8,429-35.4% | $8,071-32.6% | $6,691-18.6% |
| Admin fee / account holder | $7,016 | $15,050-53.4% | $13,005-46.1% | $13,402-47.7% |