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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 | $217,392-3.7% | $185,818+12.7% | $167,497+25.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.95% | 148.37%-136.4pp | 122.06%-110.1pp | 478.62%-466.7pp |
| Employer contribution / active EE | $3,750 | $5,873-36.2% | $5,168-27.4% | $4,838-22.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,896 | $19,813-90.4% | $16,239-88.3% | $12,310-84.6% |