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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 | $143,497 | $150,207-4.5% | $120,380+19.2% | $145,978-1.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.46% | 154.28%-140.8pp | 107.28%-93.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $6,844 | $4,351+57.3% | $3,465+97.5% | $4,662+46.8% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,444 | $12,203-88.2% | $9,421-84.7% | $13,400-89.2% |