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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 | $138,351 | $125,190+10.5% | $105,624+31.0% | $145,897-5.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.45% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.8pp |
| Employer contribution / active EE | $16,655 | $3,720+347.7% | $3,168+425.8% | $4,663+257.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,079 | $17,138-47.0% | $10,961-17.2% | $13,390-32.2% |