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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 | $59,010 | $72,071-18.1% | $68,368-13.7% | $137,256-57.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,766 | $4,410+53.4% | $4,123+64.1% | $6,407+5.6% |
| Admin fee / account holder | $5,892 | $5,336+10.4% | $5,150+14.4% | $12,270-52.0% |