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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 | $225,673-2.8% | $203,872+7.6% | $155,188+41.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 32.21% | 95.91%-63.7pp | 85.11%-52.9pp | 148.84%-116.6pp |
| Employer contribution / active EE | $1,880 | $4,099-54.1% | $3,757-50.0% | $4,248-55.7% |
| Participant deferral / active EE | $4,808 | $6,893-30.2% | $6,388-24.7% | $6,531-26.4% |
| Admin fee / account holder | $22,341 | $12,327+81.2% | $11,730+90.5% | $14,480+54.3% |