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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 | $193,179 | $166,268+16.2% | $165,100+17.0% | $145,897+32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.77% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $10,590 | $5,284+100.4% | $4,348+143.5% | $4,663+127.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,646 | $16,659-90.1% | $12,696-87.0% | $13,390-87.7% |