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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 | $224,529 | $159,978+40.4% | $147,041+52.7% | $145,978+53.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,027 | $5,288-61.7% | $4,935-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $7,590 | $8,429-10.0% | $8,071-6.0% | $6,690+13.5% |
| Admin fee / account holder | $132,685 | $15,053+781.4% | $13,006+920.2% | $13,400+890.2% |