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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 | $94,780 | $209,422-54.7% | $178,503-46.9% | $158,982-40.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 60.37% | 188.81%-128.4pp | 151.12%-90.7pp | 302.99%-242.6pp |
| Employer contribution / active EE | $6,837 | $5,707+19.8% | $5,011+36.4% | $4,763+43.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,017 | $17,079-88.2% | $13,987-85.6% | $11,252-82.1% |