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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 | $75,553 | $176,120-57.1% | $159,487-52.6% | $167,553-54.9% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.13% | 331.95%-317.8pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $6,430 | $5,299+21.3% | $4,831+33.1% | $4,840+32.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,851 | $12,561-77.3% | $10,804-73.6% | $12,316-76.9% |