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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 | $145,606 | $203,483-28.4% | $152,473-4.5% | $167,553-13.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.90% | 13.80%-4.9pp | 757.59%-748.7pp | 478.89%-470.0pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,394 | $22,521-93.8% | $15,811-91.2% | $12,316-88.7% |