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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 | $226,146 | $159,978+41.4% | $147,041+53.8% | $145,978+54.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 27.91% | 98.36%-70.5pp | 419.21%-391.3pp | 550.52%-522.6pp |
| Employer contribution / active EE | $19,992 | $5,288+278.1% | $4,935+305.1% | $4,662+328.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,850 | $15,053-74.4% | $13,006-70.4% | $13,400-71.3% |