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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 | $174,883 | $118,877+47.1% | $96,570+81.1% | $167,536+4.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.71% | 50.50%-36.8pp | 37.79%-24.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,717 | $3,121-12.9% | $2,357+15.3% | $4,839-43.8% |
| Participant deferral / active EE | $6,963 | $4,617+50.8% | $3,849+80.9% | $6,342+9.8% |
| Admin fee / account holder | $59,339 | $8,069+635.4% | $6,182+859.8% | $12,315+381.9% |