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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 | $167,771 | $176,077-4.7% | $159,455+5.2% | $167,518+0.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.61% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $6,708 | $5,298+26.6% | $4,830+38.9% | $4,838+38.6% |
| Participant deferral / active EE | $6,746 | $7,751-13.0% | $7,353-8.3% | $6,342+6.4% |
| Admin fee / account holder | $62,976 | $12,556+401.5% | $10,800+483.1% | $12,312+411.5% |