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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 | $220,928 | $102,595+115.3% | $94,057+134.9% | $154,746+42.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.59% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,594 | $3,147+77.7% | $2,933+90.7% | $4,379+27.7% |
| Participant deferral / active EE | $6,337 | $5,118+23.8% | $4,709+34.6% | $6,730-5.8% |
| Admin fee / account holder | $20,112 | $7,736+160.0% | $7,244+177.6% | $14,365+40.0% |