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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 | $121,400 | $176,105-31.1% | $159,474-23.9% | $167,536-27.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $4,490 | $5,299-15.3% | $4,831-7.1% | $4,839-7.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,443 | $12,559-80.6% | $10,802-77.4% | $12,315-80.2% |