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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 | $166,188 | $169,237-1.8% | $129,339+28.5% | $145,978+13.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.62% | 14364.43%-14353.8pp | 9437.05%-9426.4pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,500 | $4,991+130.4% | $4,170+175.8% | $6,690+71.9% |
| Admin fee / account holder | $1,791 | $9,882-81.9% | $7,668-76.6% | $13,400-86.6% |