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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 | $70,527 | $209,428-66.3% | $178,498-60.5% | $158,950-55.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 88.95% | 188.78%-99.8pp | 151.09%-62.1pp | 302.91%-214.0pp |
| Employer contribution / active EE | $5,702 | $5,707-0.1% | $5,011+13.8% | $4,762+19.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,415 | $17,077-62.4% | $13,985-54.1% | $11,248-43.0% |