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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 | $91,549 | $175,257-47.8% | $149,717-38.9% | $139,456-34.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.31% | 166.70%-143.4pp | 134.41%-111.1pp | 373.45%-350.1pp |
| Employer contribution / active EE | $4,533 | $5,477-17.2% | $4,820-5.9% | $4,753-4.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,720 | $16,156-70.8% | $13,213-64.3% | $11,407-58.6% |