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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 | $203,202 | $175,231+16.0% | $149,696+35.7% | $139,466+45.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.94% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $13,950 | $5,478+154.6% | $4,821+189.4% | $4,754+193.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,355 | $16,155-54.5% | $13,212-44.3% | $11,409-35.5% |