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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 | $162,306 | $102,978+57.6% | $90,287+79.8% | $152,870+6.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.11% | 95.17%-73.1pp | 78.10%-56.0pp | 345.34%-323.2pp |
| Employer contribution / active EE | $2,930 | $3,139-6.6% | $2,855+2.7% | $4,763-38.5% |
| Participant deferral / active EE | $3,609 | $4,281-15.7% | $3,885-7.1% | $5,850-38.3% |
| Admin fee / account holder | $1,918 | $6,171-68.9% | $5,351-64.2% | $11,597-83.5% |