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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 | $151,127 | $150,207+0.6% | $120,380+25.5% | $145,978+3.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.79% | 154.28%-138.5pp | 107.28%-91.5pp | 550.52%-534.7pp |
| Employer contribution / active EE | $3,853 | $4,351-11.4% | $3,465+11.2% | $4,662-17.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,487 | $12,203-5.9% | $9,421+21.9% | $13,400-14.3% |