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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 | $167,396 | $144,130+16.1% | $117,861+42.0% | $147,586+13.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.52% | 531.20%-518.7pp | 335.11%-322.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $4,269 | $4,897-12.8% | $3,786+12.7% | $4,876-12.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,456 | $10,887+152.2% | $8,021+242.3% | $10,886+152.2% |