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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 | $25,826 | $160,028-83.9% | $147,080-82.4% | $145,884-82.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 10.10% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,093 | $8,422-27.6% | $8,066-24.5% | $6,690-8.9% |
| Admin fee / account holder | $11,602 | $15,030-22.8% | $12,989-10.7% | $13,392-13.4% |