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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 | $125,184+10.5% | $105,607+31.0% | $145,884-5.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.45% | 225.00%-214.6pp | 116.11%-105.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $16,655 | $3,720+347.7% | $3,167+425.9% | $4,662+257.2% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,079 | $17,133-47.0% | $10,958-17.1% | $13,392-32.2% |