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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 | $227,173 | $166,268+36.6% | $165,100+37.6% | $145,897+55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.13% | 100.52%-77.4pp | 70.21%-47.1pp | 552.29%-529.2pp |
| Employer contribution / active EE | $3,640 | $5,284-31.1% | $4,348-16.3% | $4,663-21.9% |
| Participant deferral / active EE | $13,665 | $6,964+96.2% | $6,035+126.4% | $6,689+104.3% |
| Admin fee / account holder | $3,246 | $16,659-80.5% | $12,696-74.4% | $13,390-75.8% |