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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 | $40,430 | $108,897-62.9% | $100,378-59.7% | $145,877-72.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 58.17%-46.3pp | 49.41%-37.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,772 | $8,455+204.8% | $8,087+218.7% | $6,691+285.2% |
| Admin fee / account holder | $17,955 | $9,690+85.3% | $7,899+127.3% | $13,402+34.0% |