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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 | $114,269 | $148,623-23.1% | $135,974-16.0% | $139,466-18.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.04% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,207 | $8,103+26.0% | $7,760+31.5% | $6,712+52.1% |
| Admin fee / account holder | $503 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |