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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 | $149,440 | $102,595+45.7% | $94,057+58.9% | $154,746-3.4% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 10.57% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $8,333 | $3,147+164.8% | $2,933+184.1% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,896 | $7,736+131.3% | $7,244+147.0% | $14,365+24.6% |