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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 | $89,241 | $107,941-17.3% | $91,994-3.0% | $152,897-41.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.15% | 89.28%-66.1pp | 69.04%-45.9pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,790 | $6,366-56.2% | $5,924-52.9% | $5,851-52.3% |
| Admin fee / account holder | $13,674 | $10,521+30.0% | $7,744+76.6% | $11,599+17.9% |