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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 | $244,476 | $166,268+47.0% | $165,100+48.1% | $145,897+67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.50% | 100.52%-82.0pp | 70.21%-51.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,528 | $5,284-71.1% | $4,348-64.9% | $4,663-67.2% |
| Participant deferral / active EE | $9,970 | $6,964+43.2% | $6,035+65.2% | $6,689+49.0% |
| Admin fee / account holder | $206,359 | $16,659+1138.7% | $12,696+1525.4% | $13,390+1441.1% |