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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 | $58,476 | $105,158-44.4% | $94,672-38.2% | $139,487-58.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.76% | 38.11%-14.3pp | 156.89%-133.1pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,600 | $7,5990% | $7,417+2.5% | $6,713+13.2% |
| Admin fee / account holder | $670 | $8,972-92.5% | $7,222-90.7% | $11,407-94.1% |