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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 | $153,409 | $177,353-13.5% | $158,226-3.0% | $198,609-22.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 9.08% | 599.50%-590.4pp | 501.41%-492.3pp | 202.70%-193.6pp |
| Employer contribution / active EE | $3,857 | $3,239+19.1% | $2,986+29.2% | $5,055-23.7% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,203 | $10,960-89.0% | $10,217-88.2% | $19,030-93.7% |