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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 | $75,818 | $176,077-56.9% | $159,455-52.5% | $167,518-54.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.68% | 331.83%-318.2pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,710 | $7,751+51.1% | $7,353+59.2% | $6,342+84.6% |
| Admin fee / account holder | $775 | $12,556-93.8% | $10,800-92.8% | $12,312-93.7% |