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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 | $29,818 | $160,028-81.4% | $147,080-79.7% | $145,884-79.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.67% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,736 | $8,422+39.3% | $8,066+45.5% | $6,690+75.4% |
| Admin fee / account holder | $1,110 | $15,030-92.6% | $12,989-91.5% | $13,392-91.7% |