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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 | $169,336-22.8% | $129,384+1.1% | $145,884-10.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 11.99% | 14408.70%-14396.7pp | 9461.77%-9449.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $23,015 | $5,540+315.4% | $4,153+454.1% | $4,662+393.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,374 | $9,912-86.1% | $7,686-82.1% | $13,392-89.7% |