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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 | $146,584 | $202,345-27.6% | $172,755-15.1% | $152,885-4.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.13% | 1029.77%-1002.6pp | 802.94%-775.8pp | 345.39%-318.3pp |
| Employer contribution / active EE | $4,390 | $5,858-25.1% | $5,144-14.7% | $4,763-7.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,160 | $17,111-87.4% | $13,955-84.5% | $11,598-81.4% |