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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 | $96,300 | $125,190-23.1% | $105,624-8.8% | $145,897-34.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.27% | 225.22%-212.9pp | 116.20%-103.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,034 | $3,720-18.4% | $3,168-4.2% | $4,663-34.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,574 | $17,138-38.3% | $10,961-3.5% | $13,390-21.0% |