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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 | $29,538 | $217,427-86.4% | $185,837-84.1% | $167,518-82.4% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 13.17% | 148.39%-135.2pp | 122.08%-108.9pp | 478.71%-465.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,554 | $6,357-44.1% | $5,568-36.2% | $6,342-44.0% |
| Admin fee / account holder | $3,585 | $19,816-81.9% | $16,241-77.9% | $12,312-70.9% |