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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 | $62,027 | $103,387-40.0% | $87,102-28.8% | $152,885-59.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 999.82% | 28.10%+971.7pp | 28.19%+971.6pp | 345.39%+654.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,612 | $4,778+80.2% | $4,048+112.7% | $5,851+47.2% |
| Admin fee / account holder | $500 | $12,193-95.9% | $7,491-93.3% | $11,598-95.7% |