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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 | $38,338 | $198,470-80.7% | $170,444-77.5% | $147,585-74.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.40% | 257.30%-234.9pp | 205.94%-183.5pp | 578.56%-556.2pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,718 | $5,629-51.7% | $4,939-45.0% | $5,439-50.0% |
| Admin fee / account holder | $1,526 | $16,852-90.9% | $13,881-89.0% | $10,885-86.0% |