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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 | $61,920 | $125,190-50.5% | $105,624-41.4% | $145,897-57.6% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 15.65% | 225.22%-209.6pp | 116.20%-100.6pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,654 | $5,716-53.6% | $5,013-47.1% | $6,689-60.3% |
| Admin fee / account holder | $562 | $17,138-96.7% | $10,961-94.9% | $13,390-95.8% |