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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 | $203,864 | $165,361+23.3% | $149,715+36.2% | $158,950+28.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.23% | 348.24%-318.0pp | 276.66%-246.4pp | 302.91%-272.7pp |
| Employer contribution / active EE | $13,533 | $5,103+165.2% | $4,645+191.4% | $4,762+184.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,842+26.7% | $5,983+44.9% |
| Admin fee / account holder | $2,156 | $10,808-80.1% | $9,310-76.8% | $11,248-80.8% |