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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 | $249,583 | $160,070+55.9% | $147,117+69.6% | $145,897+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,232 | $5,285-57.8% | $4,932-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $5,429 | $8,419-35.5% | $8,065-32.7% | $6,689-18.8% |
| Admin fee / account holder | $523 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |