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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 | $150,444 | $150,4120% | $120,574+24.8% | $145,884+3.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.13% | 154.50%-133.4pp | 107.42%-86.3pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,615 | $4,355-39.9% | $3,471-24.6% | $4,662-43.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,931 | $12,224-35.1% | $9,445-16.0% | $13,392-40.8% |