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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 | $157,453 | $165,381-4.8% | $149,730+5.2% | $158,966-1.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.84% | 348.29%-289.5pp | 276.70%-217.9pp | 302.95%-244.1pp |
| Employer contribution / active EE | $31,667 | $5,104+520.4% | $4,645+581.7% | $4,762+564.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,170 | $10,809-24.4% | $9,310-12.2% | $11,250-27.4% |