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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 | $56,455 | $175,257-67.8% | $149,717-62.3% | $139,456-59.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $10,792 | $5,477+97.1% | $4,820+123.9% | $4,753+127.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $598 | $16,156-96.3% | $13,213-95.5% | $11,407-94.8% |