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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 | $178,488 | $209,422-14.8% | $178,5030% | $158,982+12.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.78% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $5,867 | $5,707+2.8% | $5,011+17.1% | $4,763+23.2% |
| Participant deferral / active EE | $8,962 | $5,955+50.5% | $5,202+72.3% | $5,983+49.8% |
| Admin fee / account holder | $30,314 | $17,079+77.5% | $13,987+116.7% | $11,252+169.4% |