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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 | $22,564 | $162,529-86.1% | $130,788-82.7% | $154,746-85.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.85% | 510.48%-498.6pp | 386.44%-374.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,207 | $4,808-33.3% | $4,137-22.5% | $6,730-52.3% |
| Admin fee / account holder | $450 | $7,669-94.1% | $6,673-93.3% | $14,365-96.9% |