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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 | $56,437 | $134,817-58.1% | $123,973-54.5% | $155,188-63.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 16.95% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,716 | $5,706-34.9% | $5,247-29.2% | $6,531-43.1% |
| Admin fee / account holder | $1,581 | $13,245-88.1% | $11,799-86.6% | $14,480-89.1% |