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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 | $56,022 | $183,988-69.6% | $162,177-65.5% | $152,897-63.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 23.68% | 150.79%-127.1pp | 115.60%-91.9pp | 345.43%-321.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,558 | $8,032-30.8% | $7,297-23.8% | $5,851-5.0% |
| Admin fee / account holder | $5,448 | $13,123-58.5% | $10,843-49.8% | $11,599-53.0% |