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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 | $46,057 | $227,399-79.7% | $189,758-75.7% | $198,609-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.96% | 61.03%-52.1pp | 52.62%-43.7pp | 202.70%-193.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,309 | $6,837-22.3% | $5,856-9.3% | $6,977-23.9% |
| Admin fee / account holder | $1,615 | $25,162-93.6% | $20,388-92.1% | $19,030-91.5% |