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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 | $63,161 | $217,432-71.0% | $185,851-66.0% | $167,553-62.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 43.59% | 148.43%-104.8pp | 122.11%-78.5pp | 478.89%-435.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $15,717 | $6,357+147.2% | $5,569+182.2% | $6,343+147.8% |
| Admin fee / account holder | $1,131 | $19,820-94.3% | $16,245-93.0% | $12,316-90.8% |