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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 | $47,313 | $115,814-59.1% | $101,275-53.3% | $158,982-70.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 196.60% | 56.16%+140.4pp | 46.48%+150.1pp | 302.99%-106.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,228 | $4,958+166.8% | $4,371+202.7% | $5,983+121.1% |
| Admin fee / account holder | $1,058 | $7,249-85.4% | $5,948-82.2% | $11,252-90.6% |