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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 | $245,056 | $160,040+53.1% | $147,096+66.6% | $145,877+68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.80% | 98.49%-67.7pp | 419.75%-388.9pp | 551.28%-520.5pp |
| Employer contribution / active EE | $2,322 | $5,289-56.1% | $4,936-53.0% | $4,663-50.2% |
| Participant deferral / active EE | $4,356 | $8,429-48.3% | $8,071-46.0% | $6,691-34.9% |
| Admin fee / account holder | $2,600 | $15,050-82.7% | $13,005-80.0% | $13,402-80.6% |