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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 | $49,235 | $183,627-73.2% | $155,602-68.4% | $145,978-66.3% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 21.88% | 61.32%-39.4pp | 64.81%-42.9pp | 550.52%-528.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,705 | $6,466-27.2% | $5,629-16.4% | $6,690-29.7% |
| Admin fee / account holder | $7,072 | $19,327-63.4% | $15,923-55.6% | $13,400-47.2% |