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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 | $63,124 | $166,242-62.0% | $165,071-61.8% | $145,884-56.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 9.48% | 100.44%-91.0pp | 70.17%-60.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,634 | $5,283-50.1% | $4,347-39.4% | $4,662-43.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,318 | $16,658-68.1% | $12,695-58.1% | $13,392-60.3% |