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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 | $47,769 | $226,105-78.9% | $182,540-73.8% | $152,897-68.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.47% | 192.58%-169.1pp | 148.58%-125.1pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,497 | $6,370-60.8% | $5,525-54.8% | $5,851-57.3% |
| Admin fee / account holder | $1,053 | $10,706-90.2% | $8,593-87.7% | $11,599-90.9% |