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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 | $89,062 | $72,071+23.6% | $68,368+30.3% | $137,256-35.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 16.02% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,023 | $4,410-31.4% | $4,123-26.7% | $6,407-52.8% |
| Admin fee / account holder | $317 | $5,336-94.1% | $5,150-93.8% | $12,270-97.4% |