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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 | $25,076 | $132,634-81.1% | $115,768-78.3% | $137,256-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.31% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,202 | $5,619+99.4% | $4,917+127.8% | $6,407+74.9% |
| Admin fee / account holder | $310 | $15,028-97.9% | $12,439-97.5% | $12,270-97.5% |