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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 | $121,546 | $217,432-44.1% | $185,849-34.6% | $167,536-27.5% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.46% | 148.42%-135.0pp | 122.10%-108.6pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,077 | $6,357-20.1% | $5,569-8.8% | $6,342-19.9% |
| Admin fee / account holder | $1,398 | $19,818-92.9% | $16,244-91.4% | $12,315-88.6% |