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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 | $89,161 | $166,131-46.3% | $164,975-46.0% | $145,877-38.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 11.75% | 100.37%-88.6pp | 70.12%-58.4pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,839 | $6,962+12.6% | $6,033+29.9% | $6,691+17.2% |
| Admin fee / account holder | $737 | $16,648-95.6% | $12,688-94.2% | $13,402-94.5% |