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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 | $124,077 | $121,701+2.0% | $104,639+18.6% | $158,982-22.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 40.35% | 465.72%-425.4pp | 340.67%-300.3pp | 302.99%-262.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,376 | $4,176-19.1% | $3,738-9.7% | $5,983-43.6% |
| Admin fee / account holder | $6,351 | $7,778-18.4% | $6,465-1.8% | $11,252-43.6% |