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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 | $117,837 | $160,040-26.4% | $147,096-19.9% | $145,877-19.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,140 | $8,429+44.0% | $8,071+50.4% | $6,691+81.4% |
| Admin fee / account holder | $44,263 | $15,050+194.1% | $13,005+240.3% | $13,402+230.3% |