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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 | $64,946 | $217,432-70.1% | $185,851-65.1% | $167,553-61.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.06% | 148.43%-129.4pp | 122.11%-103.0pp | 478.89%-459.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,325 | $6,357-32.0% | $5,569-22.3% | $6,343-31.8% |
| Admin fee / account holder | $5,634 | $19,820-71.6% | $16,245-65.3% | $12,316-54.3% |