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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 | $72,990 | $165,399-55.9% | $149,745-51.3% | $158,982-54.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.13% | 348.34%-325.2pp | 276.72%-253.6pp | 302.99%-279.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,625 | $7,183+215.0% | $6,843+230.6% | $5,983+278.1% |
| Admin fee / account holder | $783 | $10,811-92.8% | $9,312-91.6% | $11,252-93.0% |