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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 | $192,860 | $184,000+4.8% | $162,185+18.9% | $152,909+26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 59.87% | 150.80%-90.9pp | 115.61%-55.7pp | 345.46%-285.6pp |
| Employer contribution / active EE | $4,972 | $6,370-21.9% | $5,613-11.4% | $4,764+4.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,200 | $13,124+69.2% | $10,844+104.7% | $11,601+91.4% |