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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 | $159,978+44.1% | $147,041+56.8% | $145,978+57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.14% | 98.36%-52.2pp | 419.21%-373.1pp | 550.52%-504.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,217 | $8,429+9.4% | $8,071+14.2% | $6,690+37.8% |
| Admin fee / account holder | $34,886 | $15,053+131.8% | $13,006+168.2% | $13,400+160.3% |