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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 | $183,726 | $226,105-18.7% | $182,540+0.6% | $152,897+20.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.98% | 192.58%-173.6pp | 148.58%-129.6pp | 345.43%-326.5pp |
| Employer contribution / active EE | $15,894 | $4,978+219.3% | $4,076+290.0% | $4,764+233.7% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,935 | $10,706-81.9% | $8,593-77.5% | $11,599-83.3% |