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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 | $95,252 | $100,073-4.8% | $85,126+11.9% | $145,877-34.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 89.62% | 84.11%+5.5pp | 66.63%+23.0pp | 551.28%-461.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,333 | $7,261-67.9% | $6,160-62.1% | $13,402-82.6% |