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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 | $185,039 | $289,211-36.0% | $260,467-29.0% | $198,609-6.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.29% | 112.90%-101.6pp | 100.60%-89.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $538 | $4,663-88.5% | $4,239-87.3% | $5,055-89.4% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $114,330 | $16,236+604.2% | $15,461+639.5% | $19,030+500.8% |