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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 | $102,842 | $202,463-49.2% | $169,397-39.3% | $139,487-26.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 19.50% | 532.64%-513.1pp | 406.23%-386.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,758 | $6,941-60.3% | $6,223-55.7% | $6,713-58.9% |
| Admin fee / account holder | $3,203 | $10,726-70.1% | $9,017-64.5% | $11,407-71.9% |