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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 | $217,557 | $208,088+4.6% | $186,193+16.8% | $154,746+40.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.76% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $16,915 | $4,340+289.7% | $3,918+331.7% | $4,379+286.3% |
| Participant deferral / active EE | $8,281 | $7,078+17.0% | $6,513+27.1% | $6,730+23.0% |
| Admin fee / account holder | $3,650 | $11,698-68.8% | $11,058-67.0% | $14,365-74.6% |