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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 | $71,371 | $157,296-54.6% | $141,191-49.5% | $152,897-53.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.72% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,550 | $7,111-36.0% | $6,710-32.2% | $5,851-22.2% |
| Admin fee / account holder | $3,375 | $12,125-72.2% | $10,264-67.1% | $11,599-70.9% |