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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 | $80,965 | $160,040-49.4% | $147,096-45.0% | $145,877-44.5% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 14.39% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,239 | $8,429+92.7% | $8,071+101.2% | $6,691+142.7% |
| Admin fee / account holder | $28,124 | $15,050+86.9% | $13,005+116.3% | $13,402+109.8% |