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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 | $216,004 | $159,978+35.0% | $147,041+46.9% | $145,978+48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $22,594 | $5,288+327.2% | $4,935+357.8% | $4,662+384.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,399 | $15,053+15.6% | $13,006+33.8% | $13,400+29.8% |