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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 | $26,476 | $73,546-64.0% | $63,018-58.0% | $147,587-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.64% | 175.56%-156.9pp | 87.63%-69.0pp | 578.60%-560.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,335 | $4,185-68.1% | $3,330-59.9% | $5,439-75.5% |
| Admin fee / account holder | $566 | $5,956-90.5% | $3,601-84.3% | $10,886-94.8% |