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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 | $32,632 | $107,941-69.8% | $91,994-64.5% | $152,909-78.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.79% | 89.28%-69.5pp | 69.04%-49.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,019 | $6,366-68.3% | $5,924-65.9% | $5,851-65.5% |
| Admin fee / account holder | $324 | $10,521-96.9% | $7,744-95.8% | $11,601-97.2% |