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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 | $130,802 | $169,356-22.8% | $129,406+1.1% | $145,897-10.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 11.99% | 14418.62%-14406.6pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $23,015 | $5,542+315.3% | $4,155+453.9% | $4,663+393.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,374 | $9,915-86.1% | $7,689-82.1% | $13,390-89.7% |