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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 | $125,237-50.6% | $105,608-41.4% | $145,877-57.6% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 15.65% | 225.76%-210.1pp | 116.50%-100.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,654 | $5,711-53.5% | $5,010-47.0% | $6,691-60.3% |
| Admin fee / account holder | $562 | $17,287-96.8% | $11,028-94.9% | $13,402-95.8% |