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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 | $101,483 | $166,131-38.9% | $164,975-38.5% | $145,877-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.31% | 100.37%-82.1pp | 70.12%-51.8pp | 551.28%-533.0pp |
| Employer contribution / active EE | $6,536 | $5,276+23.9% | $4,343+50.5% | $4,663+40.2% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,844 | $16,648-70.9% | $12,688-61.8% | $13,402-63.9% |