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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 | $119,991 | $175,259-31.5% | $149,723-19.9% | $139,487-14.0% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 19.97% | 166.82%-146.9pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $8,824 | $5,478+61.1% | $4,821+83.0% | $4,755+85.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,252 | $16,158-73.7% | $13,215-67.8% | $11,407-62.7% |