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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 | $189,680 | $176,105+7.7% | $159,474+18.9% | $167,536+13.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.15% | 331.91%-306.8pp | 263.68%-238.5pp | 478.82%-453.7pp |
| Employer contribution / active EE | $1,897 | $5,299-64.2% | $4,831-60.7% | $4,839-60.8% |
| Participant deferral / active EE | $8,843 | $7,751+14.1% | $7,353+20.3% | $6,342+39.4% |
| Admin fee / account holder | $33,758 | $12,559+168.8% | $10,802+212.5% | $12,315+174.1% |