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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 | $166,242+34.3% | $165,071+35.3% | $145,884+53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.36% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,187 | $5,283-1.8% | $4,347+19.3% | $4,662+11.3% |
| Participant deferral / active EE | $8,248 | $6,964+18.4% | $6,035+36.7% | $6,690+23.3% |
| Admin fee / account holder | $5,446 | $16,658-67.3% | $12,695-57.1% | $13,392-59.3% |