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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 | $60,655 | $125,237-51.6% | $105,608-42.6% | $145,877-58.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.88% | 225.76%-215.9pp | 116.50%-106.6pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,010 | $5,711-29.8% | $5,010-20.0% | $6,691-40.1% |
| Admin fee / account holder | $4,360 | $17,287-74.8% | $11,028-60.5% | $13,402-67.5% |