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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 | $93,868 | $69,274+35.5% | $64,097+46.4% | $139,487-32.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.40% | 46.00%-25.6pp | 33.75%-13.4pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,258 | $4,685-73.2% | $3,881-67.6% | $6,713-81.3% |
| Admin fee / account holder | $4,620 | $4,247+8.8% | $3,070+50.5% | $11,407-59.5% |