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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 | $249,890 | $160,070+56.1% | $147,117+69.9% | $145,897+71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 98.69%-78.8pp | 420.54%-400.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $4,341 | $5,285-17.8% | $4,932-12.0% | $4,663-6.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $563 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |