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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 | $176,893 | $171,492+3.1% | $150,734+17.4% | $198,609-10.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.77% | 804.70%-788.9pp | 600.81%-585.0pp | 202.70%-186.9pp |
| Employer contribution / active EE | $12,747 | $5,470+133.0% | $4,918+159.2% | $5,055+152.1% |
| Participant deferral / active EE | $6,558 | $6,259+4.8% | $5,610+16.9% | $6,977-6.0% |
| Admin fee / account holder | $57,814 | $17,628+228.0% | $14,905+287.9% | $19,030+203.8% |