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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 | $202,559 | $160,070+26.5% | $147,117+37.7% | $145,897+38.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.57% | 98.69%-68.1pp | 420.54%-390.0pp | 552.29%-521.7pp |
| Employer contribution / active EE | $31,588 | $5,285+497.7% | $4,932+540.4% | $4,663+577.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $32,104 | $15,035+113.5% | $12,993+147.1% | $13,390+139.8% |