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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 | $109,202 | $160,028-31.8% | $147,080-25.8% | $145,884-25.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 9.76% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,731 | $8,422-8.2% | $8,066-4.2% | $6,690+15.6% |
| Admin fee / account holder | $2,371 | $15,030-84.2% | $12,989-81.7% | $13,392-82.3% |