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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 | $56,862 | $144,130-60.5% | $117,861-51.8% | $147,586-61.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 8.87% | 531.20%-522.3pp | 335.11%-326.2pp | 578.59%-569.7pp |
| Employer contribution / active EE | $3,580 | $4,897-26.9% | $3,786-5.4% | $4,876-26.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $729 | $10,887-93.3% | $8,021-90.9% | $10,886-93.3% |