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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 | $43,839 | $184,000-76.2% | $162,185-73.0% | $152,909-71.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.69% | 150.80%-133.1pp | 115.61%-97.9pp | 345.46%-327.8pp |
| Employer contribution / active EE | $5,906 | $6,370-7.3% | $5,613+5.2% | $4,764+24.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,395 | $13,124+32.5% | $10,844+60.4% | $11,601+49.9% |