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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 | $70,366+93.9% | $66,674+104.6% | $138,895-1.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.26% | 386.41%-373.1pp | 321.24%-308.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,360 | $4,374+114.0% | $4,084+129.2% | $6,396+46.3% |
| Admin fee / account holder | $107,516 | $5,262+1943.1% | $5,098+2009.0% | $12,562+755.9% |