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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 | $228,107 | $160,070+42.5% | $147,117+55.1% | $145,897+56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,083 | $5,285-60.6% | $4,932-57.8% | $4,663-55.3% |
| Participant deferral / active EE | $5,950 | $8,419-29.3% | $8,065-26.2% | $6,689-11.1% |
| Admin fee / account holder | $79,647 | $15,035+429.7% | $12,993+513.0% | $13,390+494.8% |