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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 | $75,879 | $138,076-45.0% | $123,553-38.6% | $135,380-44.0% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | 6.06% | 153.70%-147.6pp | 119.21%-113.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,395 | $6,800+67.6% | $6,426+77.3% | $5,609+103.2% |
| Admin fee / account holder | $790 | $10,917-92.8% | $9,284-91.5% | $10,828-92.7% |