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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 | $140,824 | $160,040-12.0% | $147,096-4.3% | $145,877-3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.59% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $3,730 | $5,289-29.5% | $4,936-24.4% | $4,663-20.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,520 | $15,050-83.3% | $13,005-80.6% | $13,402-81.2% |