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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 | $103,666 | $154,145-32.7% | $130,014-20.3% | $139,427-25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.37% | 32.49%-9.1pp | -137.22%+160.6pp | 373.27%-349.9pp |
| Employer contribution / active EE | $29,803 | $5,290+463.4% | $4,320+589.8% | $4,752+527.2% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,189 | $14,009-27.3% | $10,616-4.0% | $11,404-10.7% |