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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 | $101,880 | $125,184-18.6% | $105,607-3.5% | $145,884-30.2% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 17.68% | 225.00%-207.3pp | 116.11%-98.4pp | 551.85%-534.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,817 | $5,714+89.3% | $5,011+115.9% | $6,690+61.7% |
| Admin fee / account holder | $2,169 | $17,133-87.3% | $10,958-80.2% | $13,392-83.8% |