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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 | $142,130 | $76,368+86.1% | $67,681+110.0% | $154,746-8.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.56% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $9,346 | $3,151+196.6% | $2,678+249.0% | $4,379+113.4% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,400 | $8,559+208.4% | $6,100+332.8% | $14,365+83.8% |