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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 | $166,020+16.4% | $164,866+17.2% | $145,959+32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.77% | 100.08%-79.3pp | 69.97%-49.2pp | 561.95%-541.2pp |
| Employer contribution / active EE | $10,590 | $5,275+100.8% | $4,343+143.8% | $4,661+127.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,646 | $16,644-90.1% | $12,689-87.0% | $13,398-87.7% |