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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 | $166,268+33.0% | $165,100+34.0% | $145,897+51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.58% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $81,250 | $6,964+1066.6% | $6,035+1246.2% | $6,689+1114.6% |
| Admin fee / account holder | $214,753 | $16,659+1189.1% | $12,696+1591.6% | $13,390+1503.8% |