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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 | $113,101 | $159,978-29.3% | $147,041-23.1% | $145,978-22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,667 | $5,288-68.5% | $4,935-66.2% | $4,662-64.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,668 | $15,053+70.5% | $13,006+97.4% | $13,400+91.5% |