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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 | $131,731 | $226,135-41.7% | $182,558-27.8% | $152,909-13.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.85% | 192.60%-182.8pp | 148.59%-138.7pp | 345.46%-335.6pp |
| Employer contribution / active EE | $4,454 | $4,979-10.6% | $4,076+9.3% | $4,764-6.5% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,812 | $10,707-45.7% | $8,594-32.4% | $11,601-49.9% |