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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 | $69,774 | $149,040-53.2% | $120,225-42.0% | $137,256-49.2% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 14.82% | 605.68%-590.9pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,120 | $4,655+53.0% | $3,999+78.1% | $6,407+11.1% |
| Admin fee / account holder | $1,259 | $6,348-80.2% | $5,696-77.9% | $12,270-89.7% |