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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 | $59,004 | $168,635-65.0% | $147,617-60.0% | $125,389-52.9% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -1.29% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $15,463 | $6,252+147.3% | $5,564+177.9% | $4,866+217.8% |
| Participant deferral / active EE | $10,515 | $5,507+90.9% | $4,895+114.8% | $5,352+96.5% |
| Admin fee / account holder | $20,765 | $13,580+52.9% | $11,612+78.8% | $9,541+117.6% |