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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 | $89,893 | $209,888-57.2% | $189,545-52.6% | $167,553-46.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.07% | 748.66%-735.6pp | 555.36%-542.3pp | 478.89%-465.8pp |
| Employer contribution / active EE | $5,640 | $6,915-18.4% | $6,162-8.5% | $4,840+16.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $891 | $14,300-93.8% | $12,049-92.6% | $12,316-92.8% |