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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 | $92,734 | $148,629-37.6% | $135,982-31.8% | $139,487-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.15% | 79.33%-53.2pp | 68.32%-42.2pp | 373.84%-347.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,250 | $8,102+38.8% | $7,760+45.0% | $6,713+67.6% |
| Admin fee / account holder | $714 | $12,406-94.2% | $10,767-93.4% | $11,407-93.7% |