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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 | $77,604 | $69,274+12.0% | $64,097+21.1% | $139,487-44.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.14% | 46.00%-27.9pp | 33.75%-15.6pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,185 | $4,685-32.0% | $3,881-17.9% | $6,713-52.5% |
| Admin fee / account holder | $2,317 | $4,247-45.4% | $3,070-24.5% | $11,407-79.7% |