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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 | $220,178 | $152,619+44.3% | $125,195+75.9% | $152,909+44.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 29.49% | 54.85%-25.4pp | 43.79%-14.3pp | 345.46%-316.0pp |
| Employer contribution / active EE | $3,230 | $4,947-34.7% | $3,866-16.5% | $4,764-32.2% |
| Participant deferral / active EE | $3,121 | $5,869-46.8% | $4,937-36.8% | $5,851-46.7% |
| Admin fee / account holder | $920 | $13,437-93.2% | $9,704-90.5% | $11,601-92.1% |