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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 | $107,027 | $160,028-33.1% | $147,080-27.2% | $145,884-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 98.60%-82.0pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,836 | $5,286-27.4% | $4,933-22.2% | $4,662-17.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,508 | $15,030+315.9% | $12,989+381.2% | $13,392+366.8% |