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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 | $157,795 | $166,089-5.0% | $164,928-4.3% | $145,978+8.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.43% | 100.26%-87.8pp | 70.08%-57.7pp | 550.52%-538.1pp |
| Employer contribution / active EE | $17,367 | $5,276+229.2% | $4,343+299.9% | $4,662+272.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $520,773 | $16,641+3029.5% | $12,684+4005.6% | $13,400+3786.3% |