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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 | $228,567 | $159,978+42.9% | $147,041+55.4% | $145,978+56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.36%-85.7pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,602 | $5,288-31.9% | $4,935-27.0% | $4,662-22.7% |
| Participant deferral / active EE | $11,047 | $8,429+31.1% | $8,071+36.9% | $6,690+65.1% |
| Admin fee / account holder | $51,728 | $15,053+243.6% | $13,006+297.7% | $13,400+286.0% |