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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 | $36,357 | $165,939-78.1% | $122,354-70.3% | $147,586-75.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.94% | 34.56%-20.6pp | 30.28%-16.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,016 | $4,005+25.2% | $3,287+52.6% | $5,439-7.8% |
| Admin fee / account holder | $1,180 | $7,425-84.1% | $5,479-78.5% | $10,886-89.2% |