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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 | $232,136 | $171,867+35.1% | $149,721+55.0% | $147,586+57.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.12% | 2113.36%-2101.2pp | 1501.67%-1489.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $3,307 | $6,275-47.3% | $5,444-39.3% | $4,876-32.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $587 | $13,799-95.7% | $11,282-94.8% | $10,886-94.6% |