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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 | $70,043 | $102,638-31.8% | $81,991-14.6% | $158,966-55.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.73% | 61.05%-41.3pp | 41.31%-21.6pp | 302.95%-283.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,704 | $4,649+44.2% | $3,722+80.1% | $5,983+12.1% |
| Admin fee / account holder | $2,075 | $8,237-74.8% | $5,665-63.4% | $11,250-81.6% |