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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 | $147,032 | $183,968-20.1% | $162,166-9.3% | $152,870-3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.36% | 150.77%-125.4pp | 115.59%-90.2pp | 345.34%-320.0pp |
| Employer contribution / active EE | $12,500 | $6,371+96.2% | $5,614+122.7% | $4,763+162.4% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,914 | $13,121-54.9% | $10,842-45.5% | $11,597-49.0% |