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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 | $223,342 | $166,268+34.3% | $165,100+35.3% | $145,897+53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.36% | 100.52%-90.2pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,187 | $5,284-1.8% | $4,348+19.3% | $4,663+11.3% |
| Participant deferral / active EE | $8,248 | $6,964+18.4% | $6,035+36.7% | $6,689+23.3% |
| Admin fee / account holder | $5,446 | $16,659-67.3% | $12,696-57.1% | $13,390-59.3% |