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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 | $101,864 | $157,296-35.2% | $141,191-27.9% | $152,897-33.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 47.82% | 64.34%-16.5pp | 71.41%-23.6pp | 345.43%-297.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,163 | $7,111+71.1% | $6,710+81.3% | $5,851+107.9% |
| Admin fee / account holder | $1,057 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |