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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 | $90,215 | $157,829-42.8% | $136,867-34.1% | $198,609-54.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 9.43% | 51.25%-41.8pp | 42.97%-33.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,923 | $5,463-28.2% | $4,924-20.3% | $6,977-43.8% |
| Admin fee / account holder | $23,933 | $11,107+115.5% | $10,340+131.5% | $19,030+25.8% |