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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 | $236,706 | $160,070+47.9% | $147,117+60.9% | $145,897+62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $4,593 | $15,035-69.5% | $12,993-64.7% | $13,390-65.7% |