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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 | $79,282 | $176,120-55.0% | $159,487-50.3% | $167,553-52.7% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.97% | 331.95%-316.0pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,974 | $7,752+54.5% | $7,354+62.8% | $6,343+88.8% |
| Admin fee / account holder | $2,558 | $12,561-79.6% | $10,804-76.3% | $12,316-79.2% |