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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 | $191,809 | $129,959+47.6% | $104,301+83.9% | $134,509+42.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.26% | 42.04%-41.8pp | 24.61%-24.4pp | 418.13%-417.9pp |
| Employer contribution / active EE | $160,000 | $4,185+3722.7% | $3,373+4643.9% | $4,741+3275.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $25,749 | $9,325+176.1% | $7,340+250.8% | $11,427+125.3% |