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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 | $101,719 | $166,131-38.8% | $164,975-38.3% | $145,877-30.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.61% | 100.37%-81.8pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,293 | $6,962+4.8% | $6,033+20.9% | $6,691+9.0% |
| Admin fee / account holder | $12,055 | $16,648-27.6% | $12,688-5.0% | $13,402-10.1% |