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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 | $60,608 | $176,688-65.7% | $130,660-53.6% | $152,885-60.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.57% | 2693.08%-2671.5pp | 1709.29%-1687.7pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,029 | $4,362+15.3% | $3,603+39.6% | $5,851-14.0% |
| Admin fee / account holder | $2,296 | $7,131-67.8% | $5,463-58.0% | $11,598-80.2% |