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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 | $134,256 | $118,869+12.9% | $96,575+39.0% | $167,518-19.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.08% | 50.49%-41.4pp | 37.79%-28.7pp | 478.71%-469.6pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,000 | $4,616+95.0% | $3,849+133.8% | $6,342+41.9% |
| Admin fee / account holder | $314 | $8,067-96.1% | $6,182-94.9% | $12,312-97.5% |