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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 | $235,381 | $160,070+47.0% | $147,117+60.0% | $145,897+61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,260 | $5,285-76.2% | $4,932-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $9,020 | $8,419+7.1% | $8,065+11.8% | $6,689+34.8% |
| Admin fee / account holder | $24,992 | $15,035+66.2% | $12,993+92.4% | $13,390+86.6% |