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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 | $41,130 | $160,070-74.3% | $147,117-72.0% | $145,897-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.45% | 98.69%-76.2pp | 420.54%-398.1pp | 552.29%-529.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,450 | $8,419+24.1% | $8,065+29.6% | $6,689+56.2% |
| Admin fee / account holder | $395 | $15,035-97.4% | $12,993-97.0% | $13,390-97.1% |