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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 | $76,472 | $107,363-28.8% | $92,909-17.7% | $152,897-50.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.13% | 145.63%-121.5pp | 109.44%-85.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,874 | $4,848+83.0% | $4,238+109.4% | $5,851+51.7% |
| Admin fee / account holder | $9,285 | $7,082+31.1% | $5,795+60.2% | $11,599-20.0% |