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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 | $55,014 | $69,274-20.6% | $64,097-14.2% | $139,487-60.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.84% | 46.00%-20.2pp | 33.75%-7.9pp | 373.84%-348.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,200 | $4,685-10.4% | $3,881+8.2% | $6,713-37.4% |
| Admin fee / account holder | $4,904 | $4,247+15.5% | $3,070+59.7% | $11,407-57.0% |