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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 | $115,736 | $127,296-9.1% | $109,907+5.3% | $167,536-30.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.69% | 22.97%-5.3pp | 29.46%-11.8pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,034 | $4,513-54.9% | $4,047-49.7% | $6,342-67.9% |
| Admin fee / account holder | $14,503 | $7,119+103.7% | $6,069+139.0% | $12,315+17.8% |