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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 | $242,195 | $157,304+54.0% | $141,197+71.5% | $152,909+58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.69% | 64.34%-48.7pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $20,943 | $7,111+194.5% | $6,710+212.1% | $5,851+257.9% |
| Admin fee / account holder | $3,912 | $12,126-67.7% | $10,265-61.9% | $11,601-66.3% |