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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 | $159,094 | $154,754+2.8% | $124,206+28.1% | $138,895+14.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.32% | 709.28%-695.0pp | 515.27%-501.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,526 | $4,446-20.7% | $3,540-0.4% | $4,194-15.9% |
| Participant deferral / active EE | $3,526 | $4,621-23.7% | $3,968-11.1% | $6,396-44.9% |
| Admin fee / account holder | $32,100 | $6,690+379.8% | $5,929+441.4% | $12,562+155.5% |