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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 | $213,244 | $180,459+18.2% | $154,108+38.4% | $135,380+57.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.23% | 888.21%-886.0pp | 735.21%-733.0pp | 519.81%-517.6pp |
| Employer contribution / active EE | $3,645 | $6,035-39.6% | $5,298-31.2% | $4,779-23.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,087 | $16,145-43.7% | $13,411-32.2% | $10,828-16.1% |