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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 | $38,886 | $183,592-78.8% | $155,574-75.0% | $145,877-73.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.53% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,743 | $6,466-26.6% | $5,629-15.7% | $6,691-29.1% |
| Admin fee / account holder | $1,770 | $19,316-90.8% | $15,914-88.9% | $13,402-86.8% |