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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 | $236,113 | $148,629+58.9% | $135,982+73.6% | $139,487+69.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.20% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $5,782 | $5,247+10.2% | $4,859+19.0% | $4,755+21.6% |
| Participant deferral / active EE | $11,303 | $8,102+39.5% | $7,760+45.7% | $6,713+68.4% |
| Admin fee / account holder | $112,079 | $12,406+803.4% | $10,767+940.9% | $11,407+882.5% |