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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 | $49,290 | $108,911-54.7% | $100,392-50.9% | $145,884-66.2% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.22% | 58.23%-42.0pp | 49.45%-33.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,998 | $8,459-40.9% | $8,090-38.2% | $6,690-25.3% |
| Admin fee / account holder | $2,980 | $9,698-69.3% | $7,904-62.3% | $13,392-77.8% |