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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 | $106,124 | $81,632+30.0% | $70,455+50.6% | $158,931-33.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.93% | 208.48%-193.5pp | 109.06%-94.1pp | 302.86%-287.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,724 | $4,554+91.6% | $3,709+135.2% | $5,982+45.8% |
| Admin fee / account holder | $42,758 | $6,193+590.5% | $3,845+1012.0% | $11,247+280.2% |