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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 | $8,910 | $162,529-94.5% | $130,788-93.2% | $154,746-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.09% | 510.48%-494.4pp | 386.44%-370.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,812 | $4,808-62.3% | $4,137-56.2% | $6,730-73.1% |
| Admin fee / account holder | $1,607 | $7,669-79.0% | $6,673-75.9% | $14,365-88.8% |