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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 | $131,958 | $117,444+12.4% | $99,479+32.6% | $152,909-13.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 10.73% | 31.87%-21.1pp | 30.72%-20.0pp | 345.46%-334.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,510 | $4,086-14.1% | $3,619-3.0% | $5,851-40.0% |
| Admin fee / account holder | $8,166 | $7,635+7.0% | $6,253+30.6% | $11,601-29.6% |