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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 | $21,260 | $183,516-88.4% | $155,534-86.3% | $145,884-85.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 32.68% | 61.43%-28.7pp | 64.92%-32.2pp | 551.85%-519.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,803 | $6,467-41.2% | $5,630-32.4% | $6,690-43.1% |
| Admin fee / account holder | $321 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |