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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 | $32,981 | $165,361-80.1% | $149,715-78.0% | $158,950-79.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 83.30% | 348.24%-264.9pp | 276.66%-193.4pp | 302.91%-219.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,537 | $7,182-9.0% | $6,842-4.5% | $5,983+9.3% |
| Admin fee / account holder | $2,439 | $10,808-77.4% | $9,310-73.8% | $11,248-78.3% |