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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 | $185,039 | $180,749+2.4% | $160,784+15.1% | $137,256+34.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.29% | 2234.46%-2223.2pp | 1803.92%-1792.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $538 | $4,155-87.0% | $3,733-85.6% | $4,156-87.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $114,330 | $10,397+999.7% | $9,717+1076.6% | $12,270+831.8% |