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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 | $139,960 | $209,888-33.3% | $189,545-26.2% | $167,553-16.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.73% | 748.66%-722.9pp | 555.36%-529.6pp | 478.89%-453.2pp |
| Employer contribution / active EE | $8,117 | $6,915+17.4% | $6,162+31.7% | $4,840+67.7% |
| Participant deferral / active EE | $9,418 | $8,934+5.4% | $8,220+14.6% | $6,343+48.5% |
| Admin fee / account holder | $6,144 | $14,300-57.0% | $12,049-49.0% | $12,316-50.1% |