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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 | $196,239 | $226,105-13.2% | $182,540+7.5% | $152,897+28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.79% | 192.58%-177.8pp | 148.58%-133.8pp | 345.43%-330.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,331 | $6,370-16.3% | $5,525-3.5% | $5,851-8.9% |
| Admin fee / account holder | $6,992 | $10,706-34.7% | $8,593-18.6% | $11,599-39.7% |