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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 | $132,870 | $112,121+18.5% | $95,960+38.5% | $158,966-16.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.57% | 171.16%-160.6pp | 91.63%-81.1pp | 302.95%-292.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,044 | $4,784+109.9% | $4,167+141.1% | $5,983+67.9% |
| Admin fee / account holder | $1,112 | $10,135-89.0% | $6,797-83.6% | $11,250-90.1% |