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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 | $36,103 | $105,145-65.7% | $94,664-61.9% | $139,466-74.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.92% | 38.09%-17.2pp | 156.84%-135.9pp | 373.66%-352.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,559 | $7,599+52.1% | $7,417+55.8% | $6,712+72.2% |
| Admin fee / account holder | $747 | $8,972-91.7% | $7,222-89.7% | $11,409-93.5% |