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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 | $159,299 | $217,427-26.7% | $185,837-14.3% | $167,518-4.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.39% | 148.39%-136.0pp | 122.08%-109.7pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,808 | $6,357+22.8% | $5,568+40.2% | $6,342+23.1% |
| Admin fee / account holder | $39,640 | $19,816+100.0% | $16,241+144.1% | $12,312+222.0% |