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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 | $115,688 | $103,038+12.3% | $90,324+28.1% | $152,909-24.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.14% | 95.25%-65.1pp | 78.15%-48.0pp | 345.46%-315.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,987 | $4,282-53.6% | $3,885-48.9% | $5,851-66.0% |
| Admin fee / account holder | $1,452 | $6,177-76.5% | $5,356-72.9% | $11,601-87.5% |