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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 | $158,241 | $81,632+93.8% | $70,455+124.6% | $158,931-0.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.16% | 208.48%-185.3pp | 109.06%-85.9pp | 302.86%-279.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,217 | $4,554-29.4% | $3,709-13.3% | $5,982-46.2% |
| Admin fee / account holder | $9,087 | $6,193+46.7% | $3,845+136.3% | $11,247-19.2% |