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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 | $63,470 | $209,422-69.7% | $178,503-64.4% | $158,982-60.1% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 13.16% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,624 | $5,955-22.3% | $5,202-11.1% | $5,983-22.7% |
| Admin fee / account holder | $2,031 | $17,079-88.1% | $13,987-85.5% | $11,252-82.0% |