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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 | $165,992 | $105,145+57.9% | $94,664+75.3% | $139,466+19.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 38.09%-22.3pp | 156.84%-141.1pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,021 | $7,599+58.2% | $7,417+62.1% | $6,712+79.1% |
| Admin fee / account holder | $3,104 | $8,972-65.4% | $7,222-57.0% | $11,409-72.8% |