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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 | $188,591 | $126,519+49.1% | $106,201+77.6% | $145,959+29.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.22% | 225.10%-216.9pp | 116.26%-108.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $8,042 | $3,726+115.9% | $3,170+153.7% | $4,661+72.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,287 | $17,312-46.4% | $11,039-15.9% | $13,398-30.7% |