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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 | $100,419 | $113,338-11.4% | $94,993+5.7% | $147,586-32.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.42% | 20.80%-12.4pp | 27.14%-18.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,127 | $3,777-17.2% | $3,317-5.7% | $5,439-42.5% |
| Admin fee / account holder | $4,162 | $6,063-31.3% | $4,960-16.1% | $10,886-61.8% |