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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 | $119,211 | $175,257-32.0% | $149,717-20.4% | $139,456-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.69% | 166.70%-156.0pp | 134.41%-123.7pp | 373.45%-362.8pp |
| Employer contribution / active EE | $3,498 | $5,477-36.1% | $4,820-27.4% | $4,753-26.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,625 | $16,156-59.0% | $13,213-49.9% | $11,407-41.9% |