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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 | $231,482 | $202,460+14.3% | $169,385+36.7% | $139,456+66.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.18% | 532.07%-508.9pp | 405.82%-382.6pp | 373.45%-350.3pp |
| Employer contribution / active EE | $3,119 | $4,691-33.5% | $4,012-22.2% | $4,753-34.4% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,001 | $10,719+58.6% | $9,011+88.7% | $11,407+49.0% |