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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 | $25,242 | $125,190-79.8% | $105,624-76.1% | $145,897-82.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.82% | 225.22%-210.4pp | 116.20%-101.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,695 | $5,716-0.4% | $5,013+13.6% | $6,689-14.9% |
| Admin fee / account holder | $417 | $17,138-97.6% | $10,961-96.2% | $13,390-96.9% |