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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 | $70,331 | $157,296-55.3% | $141,191-50.2% | $152,897-54.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 26.06% | 64.34%-38.3pp | 71.41%-45.3pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,741 | $7,111+93.2% | $6,710+104.8% | $5,851+134.9% |
| Admin fee / account holder | $582 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |