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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 | $233,960 | $202,463+15.6% | $169,397+38.1% | $139,487+67.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 43.19% | 532.64%-489.5pp | 406.23%-363.0pp | 373.84%-330.7pp |
| Employer contribution / active EE | $17,883 | $4,694+281.0% | $4,013+345.6% | $4,755+276.1% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,125 | $10,726-70.9% | $9,017-65.3% | $11,407-72.6% |