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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 | $147,412 | $154,193-4.4% | $130,045+13.4% | $139,466+5.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.72% | 32.51%-7.8pp | -137.30%+162.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $12,800 | $5,292+141.9% | $4,321+196.2% | $4,754+169.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,012 | $13,989+21.6% | $10,600+60.5% | $11,409+49.1% |