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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 | $66,971 | $73,546-8.9% | $63,018+6.3% | $147,586-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.67% | 175.56%-147.9pp | 87.62%-59.9pp | 578.59%-550.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,324 | $4,185+3.3% | $3,330+29.9% | $5,439-20.5% |
| Admin fee / account holder | $6,247 | $5,956+4.9% | $3,601+73.5% | $10,886-42.6% |