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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 | $128,962 | $184,000-29.9% | $162,185-20.5% | $152,909-15.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.81% | 150.80%-137.0pp | 115.61%-101.8pp | 345.46%-331.7pp |
| Employer contribution / active EE | $2,463 | $6,370-61.3% | $5,613-56.1% | $4,764-48.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,061 | $13,124-84.3% | $10,844-81.0% | $11,601-82.2% |