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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 | $96,540 | $77,449+24.7% | $69,483+38.9% | $152,909-36.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.34% | 39.09%-21.8pp | 28.99%-11.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,590 | $4,415+94.6% | $3,537+142.9% | $5,851+46.8% |
| Admin fee / account holder | $10,126 | $6,210+63.1% | $3,841+163.6% | $11,601-12.7% |