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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 | $39,709 | $175,231-77.3% | $149,696-73.5% | $139,466-71.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 19.76% | 166.77%-147.0pp | 134.46%-114.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,215 | $6,521-20.0% | $5,682-8.2% | $6,712-22.3% |
| Admin fee / account holder | $586 | $16,155-96.4% | $13,212-95.6% | $11,409-94.9% |