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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 | $109,743 | $157,304-30.2% | $141,197-22.3% | $152,909-28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.45% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,845 | $7,111+52.5% | $6,710+61.6% | $5,851+85.3% |
| Admin fee / account holder | $7,353 | $12,126-39.4% | $10,265-28.4% | $11,601-36.6% |