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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 | $160,070+50.3% | $147,117+63.5% | $145,897+64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.03% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,500 | $5,285-52.7% | $4,932-49.3% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,684 | $15,035-48.9% | $12,993-40.9% | $13,390-42.6% |