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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 | $124,187+30.4% | $108,410+49.4% | $167,518-3.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 11.49% | 1379.80%-1368.3pp | 905.34%-893.9pp | 478.71%-467.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,835 | $6,908+85.8% | $6,562+95.6% | $6,342+102.4% |
| Admin fee / account holder | $170,903 | $9,456+1707.4% | $7,296+2242.6% | $12,312+1288.1% |