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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 | $37,307 | $183,592-79.7% | $155,567-76.0% | $145,959-74.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.78% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,258 | $6,464-49.6% | $5,628-42.1% | $6,689-51.3% |
| Admin fee / account holder | $3,739 | $19,318-80.6% | $15,916-76.5% | $13,398-72.1% |