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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 | $102,799 | $99,921+2.9% | $85,009+20.9% | $145,959-29.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.79% | 83.89%-67.1pp | 66.47%-49.7pp | 561.95%-545.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,311 | $5,293+57.0% | $4,522+83.8% | $6,689+24.3% |
| Admin fee / account holder | $1,069 | $7,252-85.3% | $6,153-82.6% | $13,398-92.0% |