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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 | $99,731 | $159,934-37.6% | $147,005-32.2% | $145,959-31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 98.24%-84.9pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,204 | $8,427-14.5% | $8,070-10.7% | $6,689+7.7% |
| Admin fee / account holder | $799 | $15,053-94.7% | $13,006-93.9% | $13,398-94.0% |