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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 | $81,696+29.9% | $70,494+50.5% | $158,982-33.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.93% | 208.70%-193.8pp | 109.16%-94.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,724 | $4,558+91.4% | $3,711+135.1% | $5,983+45.8% |
| Admin fee / account holder | $42,758 | $6,200+589.7% | $3,848+1011.2% | $11,252+280.0% |