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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 | $161,953 | $124,175+30.4% | $108,405+49.4% | $167,536-3.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 11.49% | 1380.13%-1368.6pp | 905.55%-894.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,835 | $6,908+85.8% | $6,563+95.6% | $6,342+102.4% |
| Admin fee / account holder | $170,903 | $9,457+1707.2% | $7,297+2242.2% | $12,315+1287.8% |