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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 | $202,689 | $166,131+22.0% | $164,975+22.9% | $145,877+38.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.06% | 100.37%-85.3pp | 70.12%-55.1pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,399 | $6,962-65.5% | $6,033-60.2% | $6,691-64.1% |
| Admin fee / account holder | $84,578 | $16,648+408.0% | $12,688+566.6% | $13,402+531.1% |