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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 | $53,188 | $107,368-50.5% | $92,915-42.8% | $152,909-65.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 25.81% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,256 | $4,848+8.4% | $4,238+24.0% | $5,851-10.2% |
| Admin fee / account holder | $1,858 | $7,082-73.8% | $5,796-67.9% | $11,601-84.0% |