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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 | $68,000 | $134,817-49.6% | $123,973-45.1% | $155,188-56.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 19.34% | 515.49%-496.1pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,413 | $5,706-22.7% | $5,247-15.9% | $6,531-32.4% |
| Admin fee / account holder | $50,748 | $13,245+283.1% | $11,799+330.1% | $14,480+250.5% |