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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 | $190,918 | $135,645+40.7% | $110,243+73.2% | $135,380+41.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.21% | 513.24%-509.0pp | 314.76%-310.6pp | 519.81%-515.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,847 | $5,507-30.1% | $4,672-17.7% | $5,609-31.4% |
| Admin fee / account holder | $5,507 | $11,458-51.9% | $8,548-35.6% | $10,828-49.1% |