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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 | $92,911 | $183,988-49.5% | $162,177-42.7% | $152,897-39.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.99% | 150.79%-127.8pp | 115.60%-92.6pp | 345.43%-322.4pp |
| Employer contribution / active EE | $5,064 | $6,370-20.5% | $5,613-9.8% | $4,764+6.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $518 | $13,123-96.1% | $10,843-95.2% | $11,599-95.5% |