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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 | $158,114 | $217,432-27.3% | $185,849-14.9% | $167,536-5.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.77% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $13,333 | $5,875+127.0% | $5,169+158.0% | $4,839+175.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $662 | $19,818-96.7% | $16,244-95.9% | $12,315-94.6% |