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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 | $65,872 | $138,102-52.3% | $125,381-47.5% | $134,532-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 308.69% | 750.73%-442.0pp | 572.31%-263.6pp | 418.27%-109.6pp |
| Employer contribution / active EE | $4,823 | $5,245-8.0% | $4,815+0.2% | $4,741+1.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,513 | $11,568-86.9% | $10,007-84.9% | $11,429-86.8% |