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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 | $26,423 | $226,105-88.3% | $182,540-85.5% | $152,897-82.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.21% | 192.58%-167.4pp | 148.58%-123.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,842 | $6,370-71.1% | $5,525-66.7% | $5,851-68.5% |
| Admin fee / account holder | $513 | $10,706-95.2% | $8,593-94.0% | $11,599-95.6% |