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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 | $243,056 | $138,076+76.0% | $123,553+96.7% | $135,380+79.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.36% | 153.70%-140.3pp | 119.21%-105.8pp | 519.81%-506.4pp |
| Employer contribution / active EE | $8,626 | $5,152+67.4% | $4,628+86.4% | $4,779+80.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,067 | $10,917-71.9% | $9,284-67.0% | $10,828-71.7% |