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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 | $132,416 | $275,752-52.0% | $256,809-48.4% | $198,609-33.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.17% | 34.81%-26.6pp | 32.73%-24.6pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $20,000 | $10,037+99.3% | $9,520+110.1% | $6,977+186.7% |
| Admin fee / account holder | $68,457 | $25,716+166.2% | $25,146+172.2% | $19,030+259.7% |