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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 | $106,649 | $176,786-39.7% | $146,643-27.3% | $167,536-36.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.49% | 24.04%-10.5pp | 22.75%-9.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,957 | $6,440-54.1% | $5,506-46.3% | $6,342-53.4% |
| Admin fee / account holder | $312 | $13,262-97.6% | $10,280-97.0% | $12,315-97.5% |