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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 | $181,837 | $165,381+10.0% | $149,730+21.4% | $158,966+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.57% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.4pp |
| Employer contribution / active EE | $11,866 | $5,104+132.5% | $4,645+155.4% | $4,762+149.2% |
| Participant deferral / active EE | $12,135 | $7,182+69.0% | $6,843+77.4% | $5,983+102.8% |
| Admin fee / account holder | $20,201 | $10,809+86.9% | $9,310+117.0% | $11,250+79.6% |