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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 | $236,483 | $160,070+47.7% | $147,117+60.7% | $145,897+62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,000 | $5,285-43.2% | $4,932-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,198 | $15,035-85.4% | $12,993-83.1% | $13,390-83.6% |