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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 | $44,006 | $198,462-77.8% | $170,439-74.2% | $147,585-70.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.62% | 257.30%-236.7pp | 205.94%-185.3pp | 578.58%-558.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,638 | $5,629-17.6% | $4,939-6.1% | $5,439-14.7% |
| Admin fee / account holder | $984 | $16,852-94.2% | $13,881-92.9% | $10,886-91.0% |