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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 | $116,768 | $107,363+8.8% | $92,909+25.7% | $152,897-23.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.61% | 145.63%-117.0pp | 109.44%-80.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $6,793 | $4,222+60.9% | $3,653+85.9% | $4,764+42.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,593 | $7,082-77.5% | $5,795-72.5% | $11,599-86.3% |