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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 | $216,764 | $160,070+35.4% | $147,117+47.3% | $145,897+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,648 | $5,285-49.9% | $4,932-46.3% | $4,663-43.2% |
| Participant deferral / active EE | $5,468 | $8,419-35.1% | $8,065-32.2% | $6,689-18.3% |
| Admin fee / account holder | $61,564 | $15,035+309.5% | $12,993+373.8% | $13,390+359.8% |