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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 | $97,000 | $175,259-44.7% | $149,723-35.2% | $139,487-30.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.96% | 166.82%-147.9pp | 134.50%-115.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,440 | $6,522-31.9% | $5,682-21.9% | $6,713-33.9% |
| Admin fee / account holder | $14,165 | $16,158-12.3% | $13,215+7.2% | $11,407+24.2% |