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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 | $99,161 | $176,105-43.7% | $159,474-37.8% | $167,536-40.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 34.54% | 331.91%-297.4pp | 263.68%-229.1pp | 478.82%-444.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,776 | $7,751-25.5% | $7,353-21.4% | $6,342-8.9% |
| Admin fee / account holder | $948 | $12,559-92.5% | $10,802-91.2% | $12,315-92.3% |