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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 | $89,721 | $84,708+5.9% | $75,714+18.5% | $167,536-46.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.33% | 199.62%-184.3pp | 104.62%-89.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,090 | $4,577-76.2% | $3,820-71.5% | $6,342-82.8% |
| Admin fee / account holder | $1,081 | $5,358-79.8% | $3,619-70.1% | $12,315-91.2% |