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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 | $118,246 | $217,432-45.6% | $185,851-36.4% | $167,553-29.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.78% | 148.43%-130.7pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,417 | $5,874-58.8% | $5,168-53.2% | $4,840-50.0% |
| Participant deferral / active EE | $3,533 | $6,357-44.4% | $5,569-36.6% | $6,343-44.3% |
| Admin fee / account holder | $160,201 | $19,820+708.3% | $16,245+886.2% | $12,316+1200.7% |