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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 | $215,551 | $166,020+29.8% | $164,866+30.7% | $145,959+47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.05% | 100.08%-81.0pp | 69.97%-50.9pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,557 | $5,275-51.5% | $4,343-41.1% | $4,661-45.1% |
| Participant deferral / active EE | $5,749 | $6,961-17.4% | $6,033-4.7% | $6,689-14.0% |
| Admin fee / account holder | $32,886 | $16,644+97.6% | $12,689+159.2% | $13,398+145.5% |