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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 | $120,637 | $176,786-31.8% | $146,643-17.7% | $167,536-28.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.68% | 24.04%-6.4pp | 22.75%-5.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,127 | $6,440+26.2% | $5,506+47.6% | $6,342+28.1% |
| Admin fee / account holder | $178,981 | $13,262+1249.6% | $10,280+1641.0% | $12,315+1353.4% |