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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 | $120,065 | $152,612-21.3% | $125,192-4.1% | $152,897-21.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.03% | 54.85%-35.8pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,250 | $4,947-74.7% | $3,866-67.7% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,237 | $13,437-83.4% | $9,704-77.0% | $11,599-80.7% |