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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 | $90,988 | $144,130-36.9% | $117,861-22.8% | $147,586-38.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 15.14% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,691 | $5,316-68.2% | $4,482-62.3% | $5,439-68.9% |
| Admin fee / account holder | $20,302 | $10,887+86.5% | $8,021+153.1% | $10,886+86.5% |