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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 | $166,268+29.6% | $165,100+30.6% | $145,897+47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.05% | 100.52%-81.5pp | 70.21%-51.2pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,557 | $5,284-51.6% | $4,348-41.2% | $4,663-45.2% |
| Participant deferral / active EE | $5,749 | $6,964-17.5% | $6,035-4.7% | $6,689-14.1% |
| Admin fee / account holder | $32,886 | $16,659+97.4% | $12,696+159.0% | $13,390+145.6% |