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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 | $158,448 | $112,112+41.3% | $95,956+65.1% | $158,950-0.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.05% | 171.15%-150.1pp | 91.63%-70.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $1,978 | $3,199-38.2% | $2,541-22.2% | $4,762-58.5% |
| Participant deferral / active EE | $13,279 | $4,784+177.6% | $4,167+218.7% | $5,983+122.0% |
| Admin fee / account holder | $6,269 | $10,134-38.1% | $6,797-7.8% | $11,248-44.3% |