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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 | $184,107 | $169,161+8.8% | $129,295+42.4% | $145,959+26.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.91% | 14348.07%-14336.2pp | 9429.28%-9417.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,710 | $4,989+34.5% | $4,169+60.9% | $6,689+0.3% |
| Admin fee / account holder | $3,864 | $9,878-60.9% | $7,665-49.6% | $13,398-71.2% |