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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 | $91,342 | $112,131-18.5% | $95,964-4.8% | $158,982-42.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.39% | 171.19%-160.8pp | 91.64%-81.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $9,497 | $3,199+196.9% | $2,541+273.7% | $4,763+99.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,048 | $10,136-89.7% | $6,797-84.6% | $11,252-90.7% |