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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 | $138,437 | $160,040-13.5% | $147,096-5.9% | $145,877-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,044 | $8,429-16.4% | $8,071-12.7% | $6,691+5.3% |
| Admin fee / account holder | $33,125 | $15,050+120.1% | $13,005+154.7% | $13,402+147.2% |