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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 | $79,798 | $160,059-50.1% | $140,019-43.0% | $135,380-41.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 28.02% | 911.48%-883.5pp | 651.17%-623.2pp | 519.81%-491.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,914 | $7,641+147.5% | $6,927+173.1% | $5,609+237.2% |
| Admin fee / account holder | $1,774 | $13,328-86.7% | $10,705-83.4% | $10,828-83.6% |