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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 | $63,052 | $108,942-42.1% | $100,415-37.2% | $145,897-56.8% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 16.16% | 58.27%-42.1pp | 49.47%-33.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,229 | $8,461-2.7% | $8,091+1.7% | $6,689+23.0% |
| Admin fee / account holder | $3,495 | $9,702-64.0% | $7,906-55.8% | $13,390-73.9% |