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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 | $208,088-29.3% | $186,193-20.9% | $154,746-4.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.52% | 89.97%-74.5pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,301 | $4,340-23.9% | $3,918-15.8% | $4,379-24.6% |
| Participant deferral / active EE | $12,917 | $7,078+82.5% | $6,513+98.3% | $6,730+91.9% |
| Admin fee / account holder | $187,925 | $11,698+1506.4% | $11,058+1599.5% | $14,365+1208.2% |