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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 | $237,467 | $202,440+17.3% | $169,390+40.2% | $139,466+70.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 532.36%-523.1pp | 406.07%-396.8pp | 373.66%-364.4pp |
| Employer contribution / active EE | $21,032 | $4,693+348.2% | $4,013+424.2% | $4,754+342.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,478 | $10,722-58.2% | $9,015-50.3% | $11,409-60.7% |