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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 | $96,510 | $125,193-22.9% | $105,591-8.6% | $145,978-33.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.56% | 225.53%-203.0pp | 116.43%-93.9pp | 550.52%-528.0pp |
| Employer contribution / active EE | $2,713 | $3,718-27.1% | $3,166-14.3% | $4,662-41.8% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,707 | $17,277-67.0% | $11,024-48.2% | $13,400-57.4% |