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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 | $140,526 | $198,457-29.2% | $170,435-17.5% | $147,586-4.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.86% | 257.30%-245.4pp | 205.94%-194.1pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,143 | $6,183-65.3% | $5,432-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,845 | $16,852-71.3% | $13,881-65.1% | $10,886-55.5% |