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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 | $56,886 | $211,288-73.1% | $178,540-68.1% | $145,884-61.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.14% | 30.27%-14.1pp | 27.15%-11.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,828 | $6,967+199.0% | $6,281+231.6% | $6,690+211.4% |
| Admin fee / account holder | $3,992 | $12,105-67.0% | $10,424-61.7% | $13,392-70.2% |