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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 | $74,584 | $81,696-8.7% | $70,494+5.8% | $158,982-53.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.60% | 208.70%-191.1pp | 109.16%-91.6pp | 302.99%-285.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,937 | $4,558+52.2% | $3,711+87.0% | $5,983+15.9% |
| Admin fee / account holder | $3,402 | $6,200-45.1% | $3,848-11.6% | $11,252-69.8% |