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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 | $136,219 | $121,656+12.0% | $104,614+30.2% | $158,950-14.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.15% | 465.51%-461.4pp | 340.56%-336.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $14,703 | $3,164+364.7% | $2,681+448.4% | $4,762+208.8% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,272 | $7,775-83.6% | $6,464-80.3% | $11,248-88.7% |