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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 | $209,862 | $102,595+104.6% | $94,057+123.1% | $154,746+35.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.77% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,801 | $5,118-25.7% | $4,709-19.3% | $6,730-43.5% |
| Admin fee / account holder | $12,577 | $7,736+62.6% | $7,244+73.6% | $14,365-12.4% |