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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 | $94,610 | $183,988-48.6% | $162,177-41.7% | $152,897-38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.09% | 150.79%-131.7pp | 115.60%-96.5pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,667 | $6,370-73.8% | $5,613-70.3% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $477 | $13,123-96.4% | $10,843-95.6% | $11,599-95.9% |