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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 | $166,169 | $132,634+25.3% | $115,768+43.5% | $137,256+21.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.37% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $18,511 | $3,360+451.0% | $2,940+529.7% | $4,156+345.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,156 | $15,028-92.3% | $12,439-90.7% | $12,270-90.6% |