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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 | $80,193 | $69,274+15.8% | $64,097+25.1% | $139,487-42.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.22% | 46.00%-26.8pp | 33.75%-14.5pp | 373.84%-354.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,112 | $4,685+30.4% | $3,881+57.5% | $6,713-9.0% |
| Admin fee / account holder | $1,634 | $4,247-61.5% | $3,070-46.8% | $11,407-85.7% |