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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 | $50,379 | $159,934-68.5% | $147,005-65.7% | $145,959-65.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.94% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,544 | $8,427-34.2% | $8,070-31.3% | $6,689-17.1% |
| Admin fee / account holder | $6,449 | $15,053-57.2% | $13,006-50.4% | $13,398-51.9% |