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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 | $189,136 | $105,145+79.9% | $94,664+99.8% | $139,466+35.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.97% | 38.09%-21.1pp | 156.84%-139.9pp | 373.66%-356.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,644 | $7,599+92.7% | $7,417+97.4% | $6,712+118.2% |
| Admin fee / account holder | $33,731 | $8,972+276.0% | $7,222+367.1% | $11,409+195.7% |