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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 | $24,628 | $160,070-84.6% | $147,117-83.3% | $145,897-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.81% | 98.69%-74.9pp | 420.54%-396.7pp | 552.29%-528.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,037 | $8,419+78.6% | $8,065+86.5% | $6,689+124.8% |
| Admin fee / account holder | $5,466 | $15,035-63.6% | $12,993-57.9% | $13,390-59.2% |