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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 | $68,654 | $73,518-6.6% | $63,005+9.0% | $147,585-53.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.88% | 175.46%-160.6pp | 87.59%-72.7pp | 578.58%-563.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,290 | $4,183-21.4% | $3,329-1.2% | $5,439-39.5% |
| Admin fee / account holder | $2,313 | $5,952-61.1% | $3,599-35.7% | $10,886-78.7% |