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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 | $80,778 | $184,000-56.1% | $162,185-50.2% | $152,909-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.50% | 150.80%-129.3pp | 115.61%-94.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $5,138 | $6,370-19.3% | $5,613-8.5% | $4,764+7.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,442 | $13,124-81.4% | $10,844-77.5% | $11,601-78.9% |