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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 | $103,216 | $159,978-35.5% | $147,041-29.8% | $145,978-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.36%-87.6pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,029 | $5,288-61.6% | $4,935-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $6,093 | $8,429-27.7% | $8,071-24.5% | $6,690-8.9% |
| Admin fee / account holder | $201,984 | $15,053+1241.8% | $13,006+1453.0% | $13,400+1407.3% |