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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 | $47,857 | $157,296-69.6% | $141,191-66.1% | $152,897-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.89% | 64.34%-32.5pp | 71.41%-39.5pp | 345.43%-313.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,054 | $7,111+41.4% | $6,710+49.8% | $5,851+71.8% |
| Admin fee / account holder | $14,393 | $12,125+18.7% | $10,264+40.2% | $11,599+24.1% |