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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 | $233,323 | $166,020+40.5% | $164,866+41.5% | $145,959+59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.74% | 100.08%-88.3pp | 69.97%-58.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,305 | $5,275-37.3% | $4,343-23.9% | $4,661-29.1% |
| Participant deferral / active EE | $8,401 | $6,961+20.7% | $6,033+39.2% | $6,689+25.6% |
| Admin fee / account holder | $123,935 | $16,644+644.6% | $12,689+876.7% | $13,398+825.0% |