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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 | $216,764 | $159,978+35.5% | $147,041+47.4% | $145,978+48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.36%-88.0pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,648 | $5,288-49.9% | $4,935-46.4% | $4,662-43.2% |
| Participant deferral / active EE | $5,468 | $8,429-35.1% | $8,071-32.2% | $6,690-18.3% |
| Admin fee / account holder | $61,564 | $15,053+309.0% | $13,006+373.3% | $13,400+359.4% |