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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 | $25,298 | $165,361-84.7% | $149,715-83.1% | $158,950-84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 183.09% | 348.24%-165.1pp | 276.66%-93.6pp | 302.91%-119.8pp |
| Employer contribution / active EE | $23,020 | $5,103+351.1% | $4,645+395.6% | $4,762+383.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,503 | $10,808+15.7% | $9,310+34.3% | $11,248+11.1% |