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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 | $105,053 | $162,529-35.4% | $130,788-19.7% | $154,746-32.1% |
| Participation rate | 90.9% | 75.9%+15.1pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 13.33% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,943 | $4,808+65.2% | $4,137+92.0% | $6,730+18.0% |
| Admin fee / account holder | $1,022 | $7,669-86.7% | $6,673-84.7% | $14,365-92.9% |