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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 | $108,897-31.2% | $100,378-25.3% | $145,877-48.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 58.17%-42.4pp | 49.41%-33.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,433 | $8,455-12.1% | $8,087-8.1% | $6,691+11.1% |
| Admin fee / account holder | $6,967 | $9,690-28.1% | $7,899-11.8% | $13,402-48.0% |