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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 | $58,038 | $148,623-60.9% | $135,974-57.3% | $139,466-58.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 12.92% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,594 | $8,103-68.0% | $7,760-66.6% | $6,712-61.3% |
| Admin fee / account holder | $9,418 | $12,406-24.1% | $10,767-12.5% | $11,409-17.5% |