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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 | $100,767 | $103,008-2.2% | $90,304+11.6% | $152,897-34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 152.16% | 95.22%+56.9pp | 78.13%+74.0pp | 345.43%-193.3pp |
| Employer contribution / active EE | $3,134 | $3,139-0.2% | $2,855+9.8% | $4,764-34.2% |
| Participant deferral / active EE | $10,879 | $4,281+154.1% | $3,885+180.0% | $5,851+85.9% |
| Admin fee / account holder | $8,458 | $6,175+37.0% | $5,354+58.0% | $11,599-27.1% |