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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 | $225,322 | $160,070+40.8% | $147,117+53.2% | $145,897+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.69%-88.5pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,825 | $5,285-65.5% | $4,932-63.0% | $4,663-60.9% |
| Participant deferral / active EE | $3,042 | $8,419-63.9% | $8,065-62.3% | $6,689-54.5% |
| Admin fee / account holder | $430 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |