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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 | $83,424 | $183,627-54.6% | $155,602-46.4% | $145,978-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,998 | $6,466+39.2% | $5,629+59.9% | $6,690+34.5% |
| Admin fee / account holder | $12,856 | $19,327-33.5% | $15,923-19.3% | $13,400-4.1% |