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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 | $140,155 | $217,432-35.5% | $185,849-24.6% | $167,536-16.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.31% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $5,247 | $5,875-10.7% | $5,169+1.5% | $4,839+8.4% |
| Participant deferral / active EE | $4,228 | $6,357-33.5% | $5,569-24.1% | $6,342-33.3% |
| Admin fee / account holder | $10,156 | $19,818-48.8% | $16,244-37.5% | $12,315-17.5% |