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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 | $240,590 | $160,040+50.3% | $147,096+63.6% | $145,877+64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.03% | 98.49%-77.5pp | 419.75%-398.7pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,500 | $5,289-52.7% | $4,936-49.4% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,684 | $15,050-48.9% | $13,005-40.9% | $13,402-42.7% |