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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 | $141,474 | $126,113+12.2% | $116,096+21.9% | $155,188-8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.01% | 391.72%-374.7pp | 326.25%-309.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $4,121 | $2,672+54.3% | $2,503+64.6% | $4,248-3.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,661 | $8,045-66.9% | $7,704-65.5% | $14,480-81.6% |