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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 | $42,259 | $160,028-73.6% | $147,080-71.3% | $145,884-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 98.60%-83.5pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,588 | $8,422+25.7% | $8,066+31.3% | $6,690+58.3% |
| Admin fee / account holder | $12,867 | $15,030-14.4% | $12,989-0.9% | $13,392-3.9% |