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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 | $213,710 | $160,070+33.5% | $147,117+45.3% | $145,897+46.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.37% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,181 | $5,285-58.7% | $4,932-55.8% | $4,663-53.2% |
| Participant deferral / active EE | $7,083 | $8,419-15.9% | $8,065-12.2% | $6,689+5.9% |
| Admin fee / account holder | $77,618 | $15,035+416.2% | $12,993+497.4% | $13,390+479.7% |