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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 | $53,398 | $111,535-52.1% | $105,223-49.3% | $137,256-61.1% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 14.82% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,632 | $3,939-33.2% | $3,689-28.7% | $4,156-36.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,964 | $9,721-79.8% | $8,859-77.8% | $12,270-84.0% |