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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 | $220,620 | $166,131+32.8% | $164,975+33.7% | $145,877+51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.34% | 100.37%-75.0pp | 70.12%-44.8pp | 551.28%-525.9pp |
| Employer contribution / active EE | $1,675 | $5,276-68.3% | $4,343-61.4% | $4,663-64.1% |
| Participant deferral / active EE | $11,287 | $6,962+62.1% | $6,033+87.1% | $6,691+68.7% |
| Admin fee / account holder | $2,040 | $16,648-87.7% | $12,688-83.9% | $13,402-84.8% |