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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 | $161,490 | $121,656+32.7% | $104,614+54.4% | $158,950+1.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.21% | 465.51%-460.3pp | 340.56%-335.4pp | 302.91%-297.7pp |
| Employer contribution / active EE | $18,736 | $3,164+492.1% | $2,681+598.8% | $4,762+293.4% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,829 | $7,775-76.5% | $6,464-71.7% | $11,248-83.7% |