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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 | $66,226 | $198,457-66.6% | $170,435-61.1% | $147,586-55.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.78% | 257.30%-244.5pp | 205.94%-193.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,142 | $6,183-33.0% | $5,432-23.7% | $4,876-15.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,901 | $16,852-41.2% | $13,881-28.7% | $10,886-9.0% |