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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 | $24,650 | $165,361-85.1% | $149,715-83.5% | $158,950-84.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.20% | 348.24%-335.0pp | 276.66%-263.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,045 | $7,182-57.6% | $6,842-55.5% | $5,983-49.1% |
| Admin fee / account holder | $1,152 | $10,808-89.3% | $9,310-87.6% | $11,248-89.8% |