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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 | $160,040+35.4% | $147,096+47.4% | $145,877+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,648 | $5,289-49.9% | $4,936-46.4% | $4,663-43.2% |
| Participant deferral / active EE | $5,468 | $8,429-35.1% | $8,071-32.2% | $6,691-18.3% |
| Admin fee / account holder | $61,564 | $15,050+309.1% | $13,005+373.4% | $13,402+359.4% |