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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 | $228,284 | $226,105+1.0% | $182,540+25.1% | $152,897+49.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.16% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $7,609 | $4,978+52.9% | $4,076+86.7% | $4,764+59.7% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,911 | $10,706+1.9% | $8,593+27.0% | $11,599-5.9% |