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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 | $85,614 | $144,130-40.6% | $117,861-27.4% | $147,586-42.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.39% | 531.20%-513.8pp | 335.11%-317.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,014 | $4,897-18.0% | $3,786+6.0% | $4,876-17.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,090 | $10,887-80.8% | $8,021-73.9% | $10,886-80.8% |