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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 | $139,044 | $209,422-33.6% | $178,503-22.1% | $158,982-12.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 37.09% | 188.81%-151.7pp | 151.12%-114.0pp | 302.99%-265.9pp |
| Employer contribution / active EE | $10,282 | $5,707+80.2% | $5,011+105.2% | $4,763+115.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,289 | $17,079-92.5% | $13,987-90.8% | $11,252-88.5% |