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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 | $131,095 | $148,582-11.8% | $135,942-3.6% | $139,456-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 51.87% | 79.26%-27.4pp | 68.28%-16.4pp | 373.45%-321.6pp |
| Employer contribution / active EE | $9,117 | $5,245+73.8% | $4,858+87.7% | $4,753+91.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $19,697 | $12,402+58.8% | $10,764+83.0% | $11,407+72.7% |