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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 | $160,040+26.6% | $147,096+37.7% | $145,877+38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.57% | 98.49%-67.9pp | 419.75%-389.2pp | 551.28%-520.7pp |
| Employer contribution / active EE | $31,588 | $5,289+497.2% | $4,936+540.0% | $4,663+577.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32,104 | $15,050+113.3% | $13,005+146.9% | $13,402+139.5% |