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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 | $217,432+3.0% | $185,851+20.5% | $167,553+33.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.44% | 148.43%-118.0pp | 122.11%-91.7pp | 478.89%-448.5pp |
| Employer contribution / active EE | $10,833 | $5,874+84.4% | $5,168+109.6% | $4,840+123.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,368 | $19,820-93.1% | $16,245-91.6% | $12,316-88.9% |