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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 | $101,405 | $165,361-38.7% | $149,715-32.3% | $158,950-36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 136.42% | 348.24%-211.8pp | 276.66%-140.2pp | 302.91%-166.5pp |
| Employer contribution / active EE | $68,021 | $5,103+1232.9% | $4,645+1364.5% | $4,762+1328.4% |
| Participant deferral / active EE | $32,081 | $7,182+346.7% | $6,842+368.9% | $5,983+436.2% |
| Admin fee / account holder | $3,387 | $10,808-68.7% | $9,310-63.6% | $11,248-69.9% |