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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 | $109,558 | $159,934-31.5% | $147,005-25.5% | $145,959-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $23,018 | $8,427+173.1% | $8,070+185.2% | $6,689+244.1% |
| Admin fee / account holder | $40,963 | $15,053+172.1% | $13,006+214.9% | $13,398+205.7% |