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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 | $67,449 | $226,105-70.2% | $182,540-63.1% | $152,897-55.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.29% | 192.58%-170.3pp | 148.58%-126.3pp | 345.43%-323.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,500 | $6,370-45.1% | $5,525-36.7% | $5,851-40.2% |
| Admin fee / account holder | $369 | $10,706-96.6% | $8,593-95.7% | $11,599-96.8% |