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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 | $78,130 | $183,592-57.4% | $155,574-49.8% | $145,877-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.31% | 61.37%-33.1pp | 64.87%-36.6pp | 551.28%-523.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,333 | $6,466-2.1% | $5,629+12.5% | $6,691-5.3% |
| Admin fee / account holder | $16,586 | $19,316-14.1% | $15,914+4.2% | $13,402+23.8% |