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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 | $191,962 | $107,363+78.8% | $92,909+106.6% | $152,897+25.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.25% | 145.63%-124.4pp | 109.44%-88.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,950 | $4,848+22.7% | $4,238+40.4% | $5,851+1.7% |
| Admin fee / account holder | $36,506 | $7,082+415.5% | $5,795+530.0% | $11,599+214.7% |