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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 | $24,800 | $159,934-84.5% | $147,005-83.1% | $145,959-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 63.25% | 98.24%-35.0pp | 418.76%-355.5pp | 561.95%-498.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,316 | $8,427-60.7% | $8,070-58.9% | $6,689-50.4% |
| Admin fee / account holder | $12,121 | $15,053-19.5% | $13,006-6.8% | $13,398-9.5% |