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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 | $185,257 | $183,978+0.7% | $162,171+14.2% | $152,885+21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.76% | 150.78%-132.0pp | 115.60%-96.8pp | 345.39%-326.6pp |
| Employer contribution / active EE | $10,833 | $6,370+70.1% | $5,613+93.0% | $4,763+127.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,213 | $13,122-75.5% | $10,843-70.4% | $11,598-72.3% |