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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 | $224,367 | $138,076+62.5% | $123,553+81.6% | $135,380+65.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1.70% | 153.70%-152.0pp | 119.21%-117.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $4,154 | $5,152-19.4% | $4,628-10.3% | $4,779-13.1% |
| Participant deferral / active EE | $14,141 | $6,800+108.0% | $6,426+120.1% | $5,609+152.1% |
| Admin fee / account holder | $18,925 | $10,917+73.4% | $9,284+103.8% | $10,828+74.8% |