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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 | $29,698 | $160,040-81.4% | $147,096-79.8% | $145,877-79.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 27.90% | 98.49%-70.6pp | 419.75%-391.8pp | 551.28%-523.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,137 | $8,429+67.7% | $8,071+75.2% | $6,691+111.3% |
| Admin fee / account holder | $1,290 | $15,050-91.4% | $13,005-90.1% | $13,402-90.4% |