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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 | $26,206 | $183,516-85.7% | $155,534-83.2% | $145,884-82.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.40% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,527 | $6,467-14.5% | $5,630-1.8% | $6,690-17.4% |
| Admin fee / account holder | $697 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |