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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 | $125,783 | $109,967+14.4% | $97,197+29.4% | $145,877-13.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 28.28% | 244.27%-216.0pp | 75.47%-47.2pp | 551.28%-523.0pp |
| Employer contribution / active EE | $862 | $3,077-72.0% | $2,723-68.4% | $4,663-81.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,219 | $6,199-80.3% | $5,637-78.4% | $13,402-90.9% |