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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 | $48,886 | $160,028-69.5% | $147,080-66.8% | $145,884-66.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.76% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,082 | $8,422-63.4% | $8,066-61.8% | $6,690-53.9% |
| Admin fee / account holder | $3,198 | $15,030-78.7% | $12,989-75.4% | $13,392-76.1% |