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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 | $173,993 | $148,629+17.1% | $135,982+28.0% | $139,487+24.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $9,557 | $5,247+82.2% | $4,859+96.7% | $4,755+101.0% |
| Participant deferral / active EE | $10,820 | $8,102+33.5% | $7,760+39.4% | $6,713+61.2% |
| Admin fee / account holder | $563 | $12,406-95.5% | $10,767-94.8% | $11,407-95.1% |