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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 | $28,736 | $162,136-82.3% | $152,301-81.1% | $154,746-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.07% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,073 | $8,341-51.2% | $8,004-49.1% | $6,730-39.5% |
| Admin fee / account holder | $40,408 | $15,759+156.4% | $14,398+180.7% | $14,365+181.3% |