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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 | $78,380 | $81,208-3.5% | $98,920-20.8% | $79,852-1.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.06% | 60.99%-45.9pp | 196.47%-181.4pp | 31.72%-16.7pp |
| Employer contribution / active EE | $4,027 | $1,960+105.5% | $2,689+49.7% | $2,471+63.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,014 | $6,013-33.2% | $6,643-39.6% | $5,306-24.4% |