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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 | $124,786 | $176,105-29.1% | $159,474-21.8% | $167,536-25.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.16% | 331.91%-320.7pp | 263.68%-252.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $11,252 | $5,299+112.3% | $4,831+132.9% | $4,839+132.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,149 | $12,559-67.0% | $10,802-61.6% | $12,315-66.3% |