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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 | $102,563 | $86,288+18.9% | $111,306-7.9% | $85,851+19.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 173.38% | 19.99%+153.4pp | 54.67%+118.7pp | 318.63%-145.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,154 | $3,641+69.0% | $4,488+37.1% | $3,952+55.7% |
| Admin fee / account holder | $1,597 | $8,189-80.5% | $7,966-79.9% | $6,261-74.5% |