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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 | $167,062 | $129,737+28.8% | $119,126+40.2% | $154,746+8.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.58% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $11,111 | $4,375+154.0% | $4,034+175.5% | $4,379+153.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,783 | $11,961-85.1% | $10,693-83.3% | $14,365-87.6% |