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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 | $62,559 | $150,412-58.4% | $120,574-48.1% | $145,884-57.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.29% | 154.50%-142.2pp | 107.42%-95.1pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,173 | $6,1750% | $4,996+23.6% | $6,690-7.7% |
| Admin fee / account holder | $300 | $12,224-97.5% | $9,445-96.8% | $13,392-97.8% |