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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 | $131,637 | $132,099-0.3% | $115,599+13.9% | $138,895-5.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 10.11% | 176.76%-166.6pp | 111.10%-101.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,000 | $3,416+46.4% | $2,955+69.2% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $38,097 | $15,650+143.4% | $12,841+196.7% | $12,562+203.3% |