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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 | $150,268 | $129,737+15.8% | $119,126+26.1% | $154,746-2.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.91% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $10,998 | $4,375+151.4% | $4,034+172.7% | $4,379+151.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,333 | $11,961-30.3% | $10,693-22.1% | $14,365-42.0% |