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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 | $71,471 | $73,546-2.8% | $63,018+13.4% | $147,586-51.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.43% | 175.56%-161.1pp | 87.62%-73.2pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,428 | $4,185+125.3% | $3,330+183.2% | $5,439+73.3% |
| Admin fee / account holder | $3,510 | $5,956-41.1% | $3,601-2.5% | $10,886-67.8% |