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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 | $29,727 | $176,402-83.1% | $134,162-77.8% | $158,982-81.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.60% | 63.66%-49.1pp | 36.35%-21.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,305 | $4,093+29.6% | $3,500+51.6% | $5,983-11.3% |
| Admin fee / account holder | $664 | $8,719-92.4% | $6,685-90.1% | $11,252-94.1% |