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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 | $179,733 | $217,432-17.3% | $185,851-3.3% | $167,553+7.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.58% | 148.43%-136.8pp | 122.11%-110.5pp | 478.89%-467.3pp |
| Employer contribution / active EE | $5,333 | $5,874-9.2% | $5,168+3.2% | $4,840+10.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,779 | $19,820-75.9% | $16,245-70.6% | $12,316-61.2% |