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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 | $131,790 | $150,435-12.4% | $120,580+9.3% | $145,897-9.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 16.62% | 154.60%-138.0pp | 107.48%-90.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,481 | $6,174+215.5% | $4,995+290.0% | $6,689+191.2% |
| Admin fee / account holder | $822 | $12,182-93.3% | $9,418-91.3% | $13,390-93.9% |