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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 | $139,219 | $183,978-24.3% | $162,171-14.2% | $152,885-8.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.96% | 150.78%-122.8pp | 115.60%-87.6pp | 345.39%-317.4pp |
| Employer contribution / active EE | $3,333 | $6,370-47.7% | $5,613-40.6% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $342 | $13,122-97.4% | $10,843-96.8% | $11,598-97.0% |