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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 | $219,271 | $208,088+5.4% | $186,193+17.8% | $154,746+41.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 32.21% | 89.97%-57.8pp | 78.03%-45.8pp | 172.34%-140.1pp |
| Employer contribution / active EE | $1,880 | $4,340-56.7% | $3,918-52.0% | $4,379-57.1% |
| Participant deferral / active EE | $4,808 | $7,078-32.1% | $6,513-26.2% | $6,730-28.6% |
| Admin fee / account holder | $22,341 | $11,698+91.0% | $11,058+102.0% | $14,365+55.5% |