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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 | $239,104 | $217,432+10.0% | $185,851+28.7% | $167,553+42.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.94% | 148.43%-124.5pp | 122.11%-98.2pp | 478.89%-455.0pp |
| Employer contribution / active EE | $5,714 | $5,874-2.7% | $5,168+10.6% | $4,840+18.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,944 | $19,820-29.6% | $16,245-14.2% | $12,316+13.2% |