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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 | $86,394 | $166,131-48.0% | $164,975-47.6% | $145,877-40.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.33% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,081 | $6,962-70.1% | $6,033-65.5% | $6,691-68.9% |
| Admin fee / account holder | $1,169 | $16,648-93.0% | $12,688-90.8% | $13,402-91.3% |