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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 | $209,376 | $217,432-3.7% | $185,851+12.7% | $167,553+25.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.95% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-466.9pp |
| Employer contribution / active EE | $3,750 | $5,874-36.2% | $5,168-27.4% | $4,840-22.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,896 | $19,820-90.4% | $16,245-88.3% | $12,316-84.6% |