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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 | $80,044 | $102,978-22.3% | $90,287-11.3% | $152,870-47.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.14% | 95.17%-76.0pp | 78.10%-59.0pp | 345.34%-326.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,954 | $4,281-7.6% | $3,885+1.8% | $5,850-32.4% |
| Admin fee / account holder | $964 | $6,171-84.4% | $5,351-82.0% | $11,597-91.7% |