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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 | $32,206 | $175,257-81.6% | $149,717-78.5% | $139,456-76.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,324 | $6,521-49.0% | $5,682-41.5% | $6,711-50.5% |
| Admin fee / account holder | $1,872 | $16,156-88.4% | $13,213-85.8% | $11,407-83.6% |