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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 | $147,192 | $289,211-49.1% | $260,467-43.5% | $198,609-25.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.52% | 112.90%-97.4pp | 100.60%-85.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $3,301 | $4,663-29.2% | $4,239-22.1% | $5,055-34.7% |
| Participant deferral / active EE | $12,917 | $6,812+89.6% | $6,319+104.4% | $6,977+85.1% |
| Admin fee / account holder | $187,925 | $16,236+1057.5% | $15,461+1115.5% | $19,030+887.5% |