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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 | $54,002 | $157,304-65.7% | $141,197-61.8% | $152,909-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.02% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,256 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $1,351 | $12,126-88.9% | $10,265-86.8% | $11,601-88.4% |