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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 | $112,826 | $208,088-45.8% | $186,193-39.4% | $154,746-27.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.92% | 89.97%-76.1pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,104 | $7,078+198.2% | $6,513+224.0% | $6,730+213.6% |
| Admin fee / account holder | $867 | $11,698-92.6% | $11,058-92.2% | $14,365-94.0% |