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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 | $28,727 | $157,304-81.7% | $141,197-79.7% | $152,909-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.00% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,993 | $7,111-15.7% | $6,710-10.7% | $5,851+2.4% |
| Admin fee / account holder | $958 | $12,126-92.1% | $10,265-90.7% | $11,601-91.7% |