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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 | $88,472 | $103,038-14.1% | $90,324-2.1% | $152,909-42.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.01% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,076 | $4,282-4.8% | $3,885+4.9% | $5,851-30.3% |
| Admin fee / account holder | $3,825 | $6,177-38.1% | $5,356-28.6% | $11,601-67.0% |