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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 | $118,257 | $209,422-43.5% | $178,503-33.8% | $158,982-25.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.44% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.5pp |
| Employer contribution / active EE | $6,666 | $5,707+16.8% | $5,011+33.0% | $4,763+39.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,229 | $17,079-92.8% | $13,987-91.2% | $11,252-89.1% |