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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 | $175,940 | $226,090-22.2% | $182,531-3.6% | $152,885+15.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.64% | 192.57%-179.9pp | 148.57%-135.9pp | 345.39%-332.7pp |
| Employer contribution / active EE | $978 | $4,978-80.3% | $4,075-76.0% | $4,763-79.5% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,510 | $10,705+129.0% | $8,593+185.2% | $11,598+111.3% |