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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 | $61,308 | $175,259-65.0% | $149,723-59.1% | $139,487-56.0% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 20.08% | 166.82%-146.7pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,746 | $6,522-27.2% | $5,682-16.5% | $6,713-29.3% |
| Admin fee / account holder | $669 | $16,158-95.9% | $13,215-94.9% | $11,407-94.1% |