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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 | $99,693 | $125,190-20.4% | $105,624-5.6% | $145,897-31.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 41.06% | 225.22%-184.2pp | 116.20%-75.1pp | 552.29%-511.2pp |
| Employer contribution / active EE | $2,096 | $3,720-43.7% | $3,168-33.8% | $4,663-55.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $858 | $17,138-95.0% | $10,961-92.2% | $13,390-93.6% |