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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 | $133,591 | $217,432-38.6% | $185,849-28.1% | $167,536-20.3% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.22% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,338 | $6,357-31.8% | $5,569-22.1% | $6,342-31.6% |
| Admin fee / account holder | $40,051 | $19,818+102.1% | $16,244+146.6% | $12,315+225.2% |