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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 | $159,000 | $217,432-26.9% | $185,849-14.4% | $167,536-5.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 50.13% | 148.42%-98.3pp | 122.10%-72.0pp | 478.82%-428.7pp |
| Employer contribution / active EE | $7,870 | $5,875+34.0% | $5,169+52.3% | $4,839+62.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,165 | $19,818-79.0% | $16,244-74.4% | $12,315-66.2% |