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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 | $153,409 | $126,113+21.6% | $116,096+32.1% | $155,188-1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 9.08% | 391.72%-382.6pp | 326.25%-317.2pp | 148.84%-139.8pp |
| Employer contribution / active EE | $3,857 | $2,672+44.4% | $2,503+54.1% | $4,248-9.2% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,203 | $8,045-85.0% | $7,704-84.4% | $14,480-91.7% |