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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 | $142,629 | $208,088-31.5% | $186,193-23.4% | $154,746-7.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.70% | 89.97%-71.3pp | 78.03%-59.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,688 | $7,078+178.2% | $6,513+202.3% | $6,730+192.5% |
| Admin fee / account holder | $416 | $11,698-96.4% | $11,058-96.2% | $14,365-97.1% |