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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 | $180,005 | $148,629+21.1% | $135,982+32.4% | $139,487+29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.02% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $21,322 | $5,247+306.4% | $4,859+338.8% | $4,755+348.4% |
| Participant deferral / active EE | $8,891 | $8,102+9.7% | $7,760+14.6% | $6,713+32.5% |
| Admin fee / account holder | $14,055 | $12,406+13.3% | $10,767+30.5% | $11,407+23.2% |