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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 | $145,522 | $159,934-9.0% | $147,005-1.0% | $145,959-0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,800 | $8,427-7.4% | $8,070-3.3% | $6,689+16.6% |
| Admin fee / account holder | $1,820 | $15,053-87.9% | $13,006-86.0% | $13,398-86.4% |