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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 | $209,605 | $138,114+51.8% | $125,391+67.2% | $134,545+55.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.30% | 750.88%-750.6pp | 572.41%-572.1pp | 418.37%-418.1pp |
| Employer contribution / active EE | $10,992 | $5,246+109.5% | $4,816+128.3% | $4,742+131.8% |
| Participant deferral / active EE | $6,289 | $7,801-19.4% | $7,448-15.6% | $6,401-1.8% |
| Admin fee / account holder | $8,753 | $11,570-24.4% | $10,009-12.5% | $11,431-23.4% |