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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 | $52,146 | $157,304-66.9% | $141,197-63.1% | $152,909-65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 54.72% | 64.34%-9.6pp | 71.41%-16.7pp | 345.46%-290.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,214 | $7,111+57.7% | $6,710+67.1% | $5,851+91.6% |
| Admin fee / account holder | $1,948 | $12,126-83.9% | $10,265-81.0% | $11,601-83.2% |