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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 | $144,465 | $175,259-17.6% | $149,723-3.5% | $139,487+3.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.44% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.4pp |
| Employer contribution / active EE | $3,333 | $5,478-39.2% | $4,821-30.9% | $4,755-29.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,623 | $16,158-59.0% | $13,215-49.9% | $11,407-41.9% |