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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 | $46,440 | $177,353-73.8% | $158,226-70.6% | $198,609-76.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 10.79% | 599.50%-588.7pp | 501.41%-490.6pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,430 | $4,615-69.0% | $4,317-66.9% | $6,977-79.5% |
| Admin fee / account holder | $1,359 | $10,960-87.6% | $10,217-86.7% | $19,030-92.9% |