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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 | $189,386 | $129,737+46.0% | $119,126+59.0% | $154,746+22.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.25% | 379.08%-367.8pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $12,967 | $4,375+196.4% | $4,034+221.5% | $4,379+196.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,313 | $11,961-89.0% | $10,693-87.7% | $14,365-90.9% |