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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 | $74,952 | $108,942-31.2% | $100,415-25.4% | $145,897-48.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 58.27%-42.5pp | 49.47%-33.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,433 | $8,461-12.2% | $8,091-8.1% | $6,689+11.1% |
| Admin fee / account holder | $6,967 | $9,702-28.2% | $7,906-11.9% | $13,390-48.0% |