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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 | $132,335 | $169,361-21.9% | $129,397+2.3% | $145,877-9.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.90% | 14395.54%-14385.6pp | 9453.98%-9444.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $32,944 | $5,542+494.5% | $4,154+693.0% | $4,663+606.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,307 | $9,903-56.5% | $7,679-43.9% | $13,402-67.9% |