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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 | $151,488 | $211,288-28.3% | $178,540-15.2% | $145,884+3.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 76.98% | 30.27%+46.7pp | 27.15%+49.8pp | 551.85%-474.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,533 | $12,105-4.7% | $10,424+10.6% | $13,392-13.9% |