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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 | $83,445 | $144,130-42.1% | $117,861-29.2% | $147,586-43.5% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 13.24% | 531.20%-518.0pp | 335.11%-321.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,656 | $5,316-31.2% | $4,482-18.4% | $5,439-32.8% |
| Admin fee / account holder | $29,130 | $10,887+167.6% | $8,021+263.2% | $10,886+167.6% |