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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 | $118,074 | $129,737-9.0% | $119,126-0.9% | $154,746-23.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.72% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,413 | $5,842+163.8% | $5,318+189.8% | $6,730+129.0% |
| Admin fee / account holder | $17,278 | $11,961+44.5% | $10,693+61.6% | $14,365+20.3% |