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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 | $99,951 | $197,603-49.4% | $177,827-43.8% | $158,950-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.65% | 58.76%-37.1pp | 48.32%-26.7pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,520 | $8,404+37.1% | $7,713+49.3% | $5,983+92.6% |
| Admin fee / account holder | $3,519 | $15,402-77.2% | $12,429-71.7% | $11,248-68.7% |