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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 | $112,938 | $209,874-46.2% | $189,537-40.4% | $167,536-32.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.48% | 748.61%-739.1pp | 555.34%-545.9pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,724 | $6,913-75.1% | $6,161-72.0% | $4,839-64.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $92,047 | $14,299+543.7% | $12,048+664.0% | $12,315+647.5% |