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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 | $177,132 | $148,582+19.2% | $135,942+30.3% | $139,456+27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.91% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.5pp |
| Employer contribution / active EE | $15,119 | $5,245+188.3% | $4,858+211.2% | $4,753+218.1% |
| Participant deferral / active EE | $15,315 | $8,101+89.0% | $7,759+97.4% | $6,711+128.2% |
| Admin fee / account holder | $19,866 | $12,402+60.2% | $10,764+84.6% | $11,407+74.2% |