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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 | $71,752 | $100,203-28.4% | $85,240-15.8% | $145,897-50.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 136.14% | 84.28%+51.9pp | 66.75%+69.4pp | 552.29%-416.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,369 | $5,299-74.2% | $4,527-69.8% | $6,689-79.5% |
| Admin fee / account holder | $1,641 | $7,265-77.4% | $6,165-73.4% | $13,390-87.7% |