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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 | $69,374 | $160,070-56.7% | $147,117-52.8% | $145,897-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.52% | 98.69%-80.2pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,982 | $8,419-40.8% | $8,065-38.2% | $6,689-25.5% |
| Admin fee / account holder | $367,052 | $15,035+2341.3% | $12,993+2725.1% | $13,390+2641.2% |