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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 | $216,667 | $148,629+45.8% | $135,982+59.3% | $139,487+55.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.13% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,665 | $5,247-49.2% | $4,859-45.2% | $4,755-43.9% |
| Participant deferral / active EE | $18,205 | $8,102+124.7% | $7,760+134.6% | $6,713+171.2% |
| Admin fee / account holder | $92,630 | $12,406+646.6% | $10,767+760.3% | $11,407+712.0% |