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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 | $172,988 | $217,432-20.4% | $185,851-6.9% | $167,553+3.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.21% | 148.43%-113.2pp | 122.11%-86.9pp | 478.89%-443.7pp |
| Employer contribution / active EE | $5,693 | $5,874-3.1% | $5,168+10.2% | $4,840+17.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,501 | $19,820-92.4% | $16,245-90.8% | $12,316-87.8% |