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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 | $183,768 | $102,595+79.1% | $94,057+95.4% | $154,746+18.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.08% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,558 | $3,147-18.7% | $2,933-12.8% | $4,379-41.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $405 | $7,736-94.8% | $7,244-94.4% | $14,365-97.2% |