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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 | $175,212-58.4% | $149,682-51.3% | $139,427-47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.32% | 166.63%-146.3pp | 134.35%-114.0pp | 373.27%-352.9pp |
| Employer contribution / active EE | $11,639 | $5,475+112.6% | $4,818+141.5% | $4,752+144.9% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $439 | $16,150-97.3% | $13,210-96.7% | $11,404-96.2% |