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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 | $62,419 | $175,259-64.4% | $149,723-58.3% | $139,487-55.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.11% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $16,717 | $6,522+156.3% | $5,682+194.2% | $6,713+149.0% |
| Admin fee / account holder | $11,015 | $16,158-31.8% | $13,215-16.6% | $11,407-3.4% |