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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 | $135,500 | $198,457-31.7% | $170,435-20.5% | $147,586-8.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.17% | 257.30%-248.1pp | 205.94%-196.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,609 | $6,183-74.0% | $5,432-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,022 | $16,852-64.3% | $13,881-56.6% | $10,886-44.7% |