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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 | $183,516-73.2% | $155,534-68.3% | $145,884-66.3% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 21.88% | 61.43%-39.5pp | 64.92%-43.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,705 | $6,467-27.2% | $5,630-16.4% | $6,690-29.7% |
| Admin fee / account holder | $7,072 | $19,293-63.3% | $15,900-55.5% | $13,392-47.2% |