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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 | $33,180 | $148,623-77.7% | $135,974-75.6% | $139,466-76.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.57% | 79.30%-37.7pp | 68.30%-26.7pp | 373.66%-332.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,500 | $8,103-56.8% | $7,760-54.9% | $6,712-47.9% |
| Admin fee / account holder | $2,000 | $12,406-83.9% | $10,767-81.4% | $11,409-82.5% |