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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 | $167,190 | $72,426+130.8% | $67,560+147.5% | $145,897+14.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 7226.78%-7214.7pp | 3533.50%-3521.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,990 | $4,785+4.3% | $4,004+24.6% | $6,689-25.4% |
| Admin fee / account holder | $623 | $5,514-88.7% | $3,994-84.4% | $13,390-95.3% |