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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 | $172,490 | $148,623+16.1% | $135,974+26.9% | $139,466+23.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.80% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $10,347 | $5,246+97.2% | $4,859+113.0% | $4,754+117.7% |
| Participant deferral / active EE | $5,484 | $8,103-32.3% | $7,760-29.3% | $6,712-18.3% |
| Admin fee / account holder | $12,526 | $12,406+1.0% | $10,767+16.3% | $11,409+9.8% |