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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 | $175,231-56.7% | $149,696-49.3% | $139,466-45.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 27.79% | 166.77%-139.0pp | 134.46%-106.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,486 | $6,521-31.2% | $5,682-21.1% | $6,712-33.2% |
| Admin fee / account holder | $6,595 | $16,155-59.2% | $13,212-50.1% | $11,409-42.2% |