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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 | $60,069 | $159,978-62.5% | $147,041-59.1% | $145,978-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 211.58% | 98.36%+113.2pp | 419.21%-207.6pp | 550.52%-338.9pp |
| Employer contribution / active EE | $3,690 | $5,288-30.2% | $4,935-25.2% | $4,662-20.9% |
| Participant deferral / active EE | $9,834 | $8,429+16.7% | $8,071+21.8% | $6,690+47.0% |
| Admin fee / account holder | $3,124 | $15,053-79.2% | $13,006-76.0% | $13,400-76.7% |