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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 | $106,124 | $183,592-42.2% | $155,567-31.8% | $145,959-27.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.45% | 61.24%-28.8pp | 64.74%-32.3pp | 561.95%-529.5pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,674-46.5% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,138 | $19,318-73.4% | $15,916-67.7% | $13,398-61.7% |