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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 | $69,796 | $157,304-55.6% | $141,197-50.6% | $152,909-54.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.43% | 64.34%-38.9pp | 71.41%-46.0pp | 345.46%-320.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,397 | $7,111-66.3% | $6,710-64.3% | $5,851-59.0% |
| Admin fee / account holder | $774 | $12,126-93.6% | $10,265-92.5% | $11,601-93.3% |