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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 | $200,430 | $209,422-4.3% | $178,503+12.3% | $158,982+26.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.05% | 188.81%-179.8pp | 151.12%-142.1pp | 302.99%-293.9pp |
| Employer contribution / active EE | $28,341 | $5,707+396.6% | $5,011+465.6% | $4,763+495.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,293 | $17,079-92.4% | $13,987-90.8% | $11,252-88.5% |