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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 | $33,105 | $196,972-83.2% | $182,262-81.8% | $198,609-83.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 33.37% | 158.27%-124.9pp | 140.60%-107.2pp | 202.70%-169.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,056 | $8,643-41.5% | $8,276-38.9% | $6,977-27.5% |
| Admin fee / account holder | $1,468 | $18,429-92.0% | $16,712-91.2% | $19,030-92.3% |