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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 | $223,873 | $217,392+3.0% | $185,818+20.5% | $167,497+33.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.44% | 148.37%-117.9pp | 122.06%-91.6pp | 478.62%-448.2pp |
| Employer contribution / active EE | $10,833 | $5,873+84.4% | $5,168+109.6% | $4,838+123.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,368 | $19,813-93.1% | $16,239-91.6% | $12,310-88.9% |