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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 | $169,781 | $148,623+14.2% | $135,974+24.9% | $139,466+21.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $14,724 | $5,246+180.6% | $4,859+203.0% | $4,754+209.7% |
| Participant deferral / active EE | $8,478 | $8,103+4.6% | $7,760+9.2% | $6,712+26.3% |
| Admin fee / account holder | $155,018 | $12,406+1149.6% | $10,767+1339.8% | $11,409+1258.8% |