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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 | $231,224 | $176,120+31.3% | $159,487+45.0% | $167,553+38.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.13% | 331.95%-314.8pp | 263.71%-246.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $3,148 | $5,299-40.6% | $4,831-34.8% | $4,840-35.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,100 | $12,561-51.4% | $10,804-43.5% | $12,316-50.5% |