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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 | $72,848 | $175,259-58.4% | $149,723-51.3% | $139,487-47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.32% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $11,639 | $5,478+112.4% | $4,821+141.4% | $4,755+144.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $439 | $16,158-97.3% | $13,215-96.7% | $11,407-96.2% |