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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 | $32,372 | $157,296-79.4% | $141,191-77.1% | $152,897-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.97% | 64.34%-36.4pp | 71.41%-43.4pp | 345.43%-317.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,955 | $7,111+96.2% | $6,710+108.0% | $5,851+138.5% |
| Admin fee / account holder | $503 | $12,125-95.8% | $10,264-95.1% | $11,599-95.7% |