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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 | $183,539-79.7% | $155,556-76.0% | $145,897-74.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.78% | 61.31%-52.5pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,258 | $6,467-49.6% | $5,631-42.1% | $6,689-51.3% |
| Admin fee / account holder | $3,739 | $19,275-80.6% | $15,885-76.5% | $13,390-72.1% |