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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 | $105,564 | $152,597-30.8% | $117,533-10.2% | $134,532-21.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 2.80% | 53.04%-50.2pp | 29.77%-27.0pp | 418.27%-415.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,497 | $4,821+159.2% | $4,072+206.9% | $6,401+95.2% |
| Admin fee / account holder | $3,372 | $7,007-51.9% | $5,647-40.3% | $11,429-70.5% |