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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 | $240,388 | $190,879+25.9% | $160,009+50.2% | $134,532+78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.92% | 552.63%-551.7pp | 408.85%-407.9pp | 418.27%-417.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $23,750 | $6,924+243.0% | $6,183+284.1% | $6,401+271.0% |
| Admin fee / account holder | $1,250 | $10,495-88.1% | $8,715-85.7% | $11,429-89.1% |