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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 | $191,512 | $197,637-3.1% | $177,848+7.7% | $158,982+20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.42% | 58.77%-48.4pp | 48.33%-37.9pp | 302.99%-292.6pp |
| Employer contribution / active EE | $4,159 | $6,698-37.9% | $5,919-29.7% | $4,763-12.7% |
| Participant deferral / active EE | $16,410 | $8,405+95.2% | $7,714+112.7% | $5,983+174.3% |
| Admin fee / account holder | $33,347 | $15,406+116.5% | $12,431+168.2% | $11,252+196.4% |