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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 | $50,242 | $210,698-76.2% | $178,014-71.8% | $145,959-65.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.93% | 386.27%-371.3pp | 294.80%-279.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $4,167 | $4,567-8.8% | $3,950+5.5% | $4,661-10.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,815 | $12,016+123.2% | $10,362+158.8% | $13,398+100.1% |