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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 | $189,294 | $165,381+14.5% | $149,730+26.4% | $158,966+19.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.01% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $12,424 | $5,104+143.4% | $4,645+167.4% | $4,762+160.9% |
| Participant deferral / active EE | $7,928 | $7,182+10.4% | $6,843+15.9% | $5,983+32.5% |
| Admin fee / account holder | $2,748 | $10,809-74.6% | $9,310-70.5% | $11,250-75.6% |