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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 | $145,430 | $171,867-15.4% | $149,716-2.9% | $147,585-1.5% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 13.99% | 2113.36%-2099.4pp | 1501.67%-1487.7pp | 578.58%-564.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,998 | $7,270+133.8% | $6,568+158.8% | $5,439+212.5% |
| Admin fee / account holder | $6,844 | $13,799-50.4% | $11,282-39.3% | $10,886-37.1% |