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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 | $221,211 | $166,131+33.2% | $164,975+34.1% | $145,877+51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.58% | 100.37%-87.8pp | 70.12%-57.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $81,250 | $6,962+1067.1% | $6,033+1246.7% | $6,691+1114.4% |
| Admin fee / account holder | $214,753 | $16,648+1190.0% | $12,688+1592.5% | $13,402+1502.4% |