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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 | $166,365 | $129,737+28.2% | $119,126+39.7% | $154,746+7.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.12% | 379.08%-367.0pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $18,711 | $4,375+327.7% | $4,034+363.9% | $4,379+327.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,056 | $11,961-91.2% | $10,693-90.1% | $14,365-92.7% |