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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 | $242,908 | $160,059+51.8% | $140,019+73.5% | $135,380+79.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.72% | 911.48%-909.8pp | 651.17%-649.4pp | 519.81%-518.1pp |
| Employer contribution / active EE | $34,620 | $6,420+439.3% | $5,605+517.6% | $4,779+624.4% |
| Participant deferral / active EE | $18,605 | $7,641+143.5% | $6,927+168.6% | $5,609+231.7% |
| Admin fee / account holder | $7,795 | $13,328-41.5% | $10,705-27.2% | $10,828-28.0% |