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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 | $158,063 | $209,425-24.5% | $178,499-11.4% | $158,966-0.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.73% | 188.80%-169.1pp | 151.10%-131.4pp | 302.95%-283.2pp |
| Employer contribution / active EE | $8,571 | $5,707+50.2% | $5,011+71.0% | $4,762+80.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $819 | $17,078-95.2% | $13,986-94.1% | $11,250-92.7% |