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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 | $117,403 | $152,592-23.1% | $125,180-6.2% | $152,885-23.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.82% | 54.84%-37.0pp | 43.79%-26.0pp | 345.39%-327.6pp |
| Employer contribution / active EE | $3,333 | $4,947-32.6% | $3,866-13.8% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,090 | $13,435-77.0% | $9,703-68.2% | $11,598-73.4% |