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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 | $132,846 | $160,059-17.0% | $140,019-5.1% | $135,379-1.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.69% | 911.44%-907.8pp | 651.15%-647.5pp | 519.79%-516.1pp |
| Employer contribution / active EE | $3,750 | $6,420-41.6% | $5,605-33.1% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,231 | $13,328-45.7% | $10,705-32.5% | $10,828-33.2% |