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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 | $38,985 | $160,040-75.6% | $147,096-73.5% | $145,877-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.66% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,892 | $8,429-18.2% | $8,071-14.6% | $6,691+3.0% |
| Admin fee / account holder | $6,265 | $15,050-58.4% | $13,005-51.8% | $13,402-53.3% |