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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 | $50,240 | $148,629-66.2% | $135,982-63.1% | $139,487-64.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.54% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $25,035 | $8,102+209.0% | $7,760+222.6% | $6,713+273.0% |
| Admin fee / account holder | $23,925 | $12,406+92.8% | $10,767+122.2% | $11,407+109.7% |