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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 | $213,802 | $226,105-5.4% | $182,540+17.1% | $152,897+39.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.74% | 192.58%-168.8pp | 148.58%-124.8pp | 345.43%-321.7pp |
| Employer contribution / active EE | $7,935 | $4,978+59.4% | $4,076+94.7% | $4,764+66.6% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,833 | $10,706-73.5% | $8,593-67.0% | $11,599-75.6% |