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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 | $104,624 | $184,000-43.1% | $162,185-35.5% | $152,909-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.71% | 150.80%-118.1pp | 115.61%-82.9pp | 345.46%-312.8pp |
| Employer contribution / active EE | $4,201 | $6,370-34.1% | $5,613-25.2% | $4,764-11.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,126 | $13,124-91.4% | $10,844-89.6% | $11,601-90.3% |