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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 | $71,062 | $112,112-36.6% | $95,956-25.9% | $158,950-55.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.91% | 171.15%-147.2pp | 91.63%-67.7pp | 302.91%-279.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,570 | $4,784+79.1% | $4,167+105.7% | $5,983+43.2% |
| Admin fee / account holder | $449 | $10,134-95.6% | $6,797-93.4% | $11,248-96.0% |