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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 | $235,450 | $138,076+70.5% | $123,553+90.6% | $135,380+73.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 3.83% | 153.70%-149.9pp | 119.21%-115.4pp | 519.81%-516.0pp |
| Employer contribution / active EE | $15,833 | $5,152+207.3% | $4,628+242.1% | $4,779+231.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,903 | $10,917-73.4% | $9,284-68.7% | $10,828-73.2% |