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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 | $134,817+23.9% | $123,973+34.8% | $155,188+7.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.58% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $11,111 | $4,425+151.1% | $4,126+169.3% | $4,248+161.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,783 | $13,245-86.5% | $11,799-84.9% | $14,480-87.7% |