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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 | $58,161 | $118,708-51.0% | $98,920-41.2% | $158,966-63.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.24% | 372.49%-352.2pp | 196.47%-176.2pp | 302.95%-282.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,075 | $5,089+39.0% | $4,245+66.7% | $5,983+18.2% |
| Admin fee / account holder | $6,921 | $10,134-31.7% | $6,643+4.2% | $11,250-38.5% |