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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 | $149,982 | $176,077-14.8% | $159,455-5.9% | $167,518-10.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.33% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $8,263 | $5,298+56.0% | $4,830+71.1% | $4,838+70.8% |
| Participant deferral / active EE | $6,050 | $7,751-21.9% | $7,353-17.7% | $6,342-4.6% |
| Admin fee / account holder | $1,006 | $12,556-92.0% | $10,800-90.7% | $12,312-91.8% |