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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 | $162,678 | $109,967+47.9% | $97,197+67.4% | $145,877+11.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.33% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,659 | $3,077-13.6% | $2,723-2.3% | $4,663-43.0% |
| Participant deferral / active EE | $7,648 | $4,676+63.6% | $4,263+79.4% | $6,691+14.3% |
| Admin fee / account holder | $41,338 | $6,199+566.8% | $5,637+633.3% | $13,402+208.4% |