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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 | $58,581 | $134,817-56.5% | $123,973-52.7% | $155,188-62.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.64% | 515.49%-502.8pp | 388.13%-375.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,351 | $5,706-6.2% | $5,247+2.0% | $6,531-18.1% |
| Admin fee / account holder | $6,321 | $13,245-52.3% | $11,799-46.4% | $14,480-56.3% |