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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 | $43,564 | $217,432-80.0% | $185,851-76.6% | $167,553-74.0% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.2pp |
| Annual return | 13.46% | 148.43%-135.0pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,529 | $6,357-60.2% | $5,569-54.6% | $6,343-60.1% |
| Admin fee / account holder | $1,879 | $19,820-90.5% | $16,245-88.4% | $12,316-84.7% |