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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 | $248,908 | $217,432+14.5% | $185,851+33.9% | $167,553+48.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.27% | 148.43%-134.2pp | 122.11%-107.8pp | 478.89%-464.6pp |
| Employer contribution / active EE | $5,307 | $5,874-9.7% | $5,168+2.7% | $4,840+9.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $970 | $19,820-95.1% | $16,245-94.0% | $12,316-92.1% |