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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 | $137,188 | $155,833-12.0% | $124,693+10.0% | $167,518-18.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.15% | 17.98%-1.8pp | 5144.19%-5128.0pp | 478.71%-462.6pp |
| Employer contribution / active EE | $1,167 | $4,164-72.0% | $3,324-64.9% | $4,838-75.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,667 | $9,534-30.1% | $7,494-11.0% | $12,312-45.9% |