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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 | $58,770 | $209,405-71.9% | $178,486-67.1% | $158,931-63.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.96% | 188.77%-165.8pp | 151.08%-128.1pp | 302.86%-279.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,464 | $5,954-41.8% | $5,202-33.4% | $5,982-42.1% |
| Admin fee / account holder | $4,807 | $17,076-71.8% | $13,985-65.6% | $11,247-57.3% |