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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 | $102,600 | $114,119-10.1% | $107,187-4.3% | $138,895-26.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.03% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,702 | $5,538+57.1% | $5,096+70.8% | $6,396+36.0% |
| Admin fee / account holder | $4,345 | $10,024-56.7% | $9,162-52.6% | $12,562-65.4% |