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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 | $192,119 | $157,829+21.7% | $136,867+40.4% | $198,609-3.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.91% | 51.25%-37.3pp | 42.97%-29.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,895 | $5,463-10.4% | $4,924-0.6% | $6,977-29.8% |
| Admin fee / account holder | $2,745 | $11,107-75.3% | $10,340-73.5% | $19,030-85.6% |