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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 | $168,250 | $138,114+21.8% | $125,391+34.2% | $134,545+25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.56% | 750.88%-745.3pp | 572.41%-566.9pp | 418.37%-412.8pp |
| Employer contribution / active EE | $9,261 | $5,246+76.5% | $4,816+92.3% | $4,742+95.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,269 | $11,570-54.5% | $10,009-47.4% | $11,431-53.9% |