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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 | $105,599 | $165,381-36.1% | $149,730-29.5% | $158,966-33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.50% | 348.29%-323.8pp | 276.70%-252.2pp | 302.95%-278.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $22,677 | $7,182+215.7% | $6,843+231.4% | $5,983+279.0% |
| Admin fee / account holder | $319 | $10,809-97.1% | $9,310-96.6% | $11,250-97.2% |