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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 | $114,013-20.9% | $103,693-13.0% | $155,188-41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.43% | 49.31%-39.9pp | 47.61%-38.2pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,923 | $4,970-21.1% | $4,579-14.3% | $6,531-39.9% |
| Admin fee / account holder | $23,933 | $8,407+184.7% | $7,858+204.6% | $14,480+65.3% |