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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 | $131,790 | $150,346-12.3% | $120,524+9.3% | $145,877-9.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.62% | 154.40%-137.8pp | 107.36%-90.7pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,481 | $6,172+215.6% | $4,994+290.1% | $6,691+191.2% |
| Admin fee / account holder | $822 | $12,215-93.3% | $9,440-91.3% | $13,402-93.9% |