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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 | $49,067 | $132,634-63.0% | $115,768-57.6% | $137,256-64.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 13.61% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,521 | $5,619+51.7% | $4,917+73.3% | $6,407+33.0% |
| Admin fee / account holder | $12,190 | $15,028-18.9% | $12,439-2.0% | $12,270-0.6% |