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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 | $105,958 | $176,105-39.8% | $159,474-33.6% | $167,536-36.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.99% | 331.91%-311.9pp | 263.68%-243.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,159 | $7,751+44.0% | $7,353+51.8% | $6,342+75.9% |
| Admin fee / account holder | $1,116 | $12,559-91.1% | $10,802-89.7% | $12,315-90.9% |