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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 | $40,161 | $103,000-61.0% | $90,300-55.5% | $152,885-73.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 97.05% | 95.19%+1.9pp | 78.11%+18.9pp | 345.39%-248.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,175 | $4,281-2.5% | $3,884+7.5% | $5,851-28.6% |
| Admin fee / account holder | $505 | $6,173-91.8% | $5,353-90.6% | $11,598-95.6% |