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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 | $136,411 | $72,071+89.3% | $68,368+99.5% | $137,256-0.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.26% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,360 | $4,410+112.2% | $4,123+127.0% | $6,407+46.1% |
| Admin fee / account holder | $107,516 | $5,336+1915.1% | $5,150+1987.8% | $12,270+776.2% |