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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 | $122,806 | $171,492-28.4% | $150,734-18.5% | $198,609-38.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.72% | 804.70%-793.0pp | 600.81%-589.1pp | 202.70%-191.0pp |
| Employer contribution / active EE | $1,579 | $5,470-71.1% | $4,918-67.9% | $5,055-68.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,986 | $17,628-37.7% | $14,905-26.3% | $19,030-42.3% |