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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 | $69,754 | $185,312-62.4% | $161,489-56.8% | $154,746-54.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.79% | 103.84%-82.1pp | 89.72%-67.9pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,000 | $6,350-37.0% | $5,630-29.0% | $6,730-40.6% |
| Admin fee / account holder | $5,267 | $18,654-71.8% | $16,006-67.1% | $14,365-63.3% |