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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 | $41,130 | $159,978-74.3% | $147,041-72.0% | $145,978-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.45% | 98.36%-75.9pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,450 | $8,429+24.0% | $8,071+29.5% | $6,690+56.2% |
| Admin fee / account holder | $395 | $15,053-97.4% | $13,006-97.0% | $13,400-97.1% |