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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 | $73,118 | $176,105-58.5% | $159,474-54.2% | $167,536-56.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 33.72% | 331.91%-298.2pp | 263.68%-230.0pp | 478.82%-445.1pp |
| Employer contribution / active EE | $6,764 | $5,299+27.7% | $4,831+40.0% | $4,839+39.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,575 | $12,559-79.5% | $10,802-76.2% | $12,315-79.1% |