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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 | $125,237-23.1% | $105,608-8.8% | $145,877-34.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.27% | 225.76%-213.5pp | 116.50%-104.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,034 | $3,720-18.4% | $3,167-4.2% | $4,663-34.9% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,574 | $17,287-38.8% | $11,028-4.1% | $13,402-21.1% |