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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 | $230,513 | $160,028+44.0% | $147,080+56.7% | $145,884+58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.14% | 98.60%-52.5pp | 420.17%-374.0pp | 551.85%-505.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,217 | $8,422+9.4% | $8,066+14.3% | $6,690+37.8% |
| Admin fee / account holder | $34,886 | $15,030+132.1% | $12,989+168.6% | $13,392+160.5% |