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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 | $138,068+21.9% | $125,358+34.2% | $134,493+25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.56% | 750.30%-744.7pp | 572.03%-566.5pp | 418.01%-412.5pp |
| Employer contribution / active EE | $9,261 | $5,244+76.6% | $4,814+92.4% | $4,740+95.4% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,269 | $11,568-54.4% | $10,007-47.3% | $11,425-53.9% |