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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 | $54,613 | $217,432-74.9% | $185,849-70.6% | $167,536-67.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.16% | 148.42%-134.3pp | 122.10%-107.9pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $15,748 | $6,357+147.7% | $5,569+182.8% | $6,342+148.3% |
| Admin fee / account holder | $4,504 | $19,818-77.3% | $16,244-72.3% | $12,315-63.4% |