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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 | $119,894 | $209,888-42.9% | $189,545-36.7% | $167,553-28.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.67% | 748.66%-737.0pp | 555.36%-543.7pp | 478.89%-467.2pp |
| Employer contribution / active EE | $4,673 | $6,915-32.4% | $6,162-24.2% | $4,840-3.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $512 | $14,300-96.4% | $12,049-95.8% | $12,316-95.8% |