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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 | $51,877 | $102,595-49.4% | $94,057-44.8% | $154,746-66.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.55% | 583.42%-562.9pp | 480.62%-460.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $16,261 | $3,147+416.7% | $2,933+454.4% | $4,379+271.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $363 | $7,736-95.3% | $7,244-95.0% | $14,365-97.5% |