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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 | $139,482 | $226,105-38.3% | $182,540-23.6% | $152,897-8.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.44% | 192.58%-180.1pp | 148.58%-136.1pp | 345.43%-333.0pp |
| Employer contribution / active EE | $18,059 | $4,978+262.7% | $4,076+343.1% | $4,764+279.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,223 | $10,706-79.2% | $8,593-74.1% | $11,599-80.8% |