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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 | $239,131 | $152,592+56.7% | $125,180+91.0% | $152,885+56.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.20% | 54.84%-34.6pp | 43.79%-23.6pp | 345.39%-325.2pp |
| Employer contribution / active EE | $5,064 | $4,947+2.4% | $3,866+31.0% | $4,763+6.3% |
| Participant deferral / active EE | $6,333 | $5,868+7.9% | $4,937+28.3% | $5,851+8.2% |
| Admin fee / account holder | $4,769 | $13,435-64.5% | $9,703-50.9% | $11,598-58.9% |