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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 | $110,778 | $95,580+15.9% | $76,872+44.1% | $139,466-20.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.04% | 55.00%-27.0pp | 37.90%-9.9pp | 373.66%-345.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,399 | $4,623+16.8% | $3,832+40.9% | $6,712-19.6% |
| Admin fee / account holder | $5,479 | $8,302-34.0% | $5,476+0.1% | $11,409-52.0% |