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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 | $208,628 | $175,259+19.0% | $149,723+39.3% | $139,487+49.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.88% | 166.82%-155.9pp | 134.50%-123.6pp | 373.84%-363.0pp |
| Employer contribution / active EE | $12,592 | $5,478+129.9% | $4,821+161.2% | $4,755+164.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,620 | $16,158-59.0% | $13,215-49.9% | $11,407-42.0% |