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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 | $192,132 | $157,296+22.1% | $141,191+36.1% | $152,897+25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $4,597 | $5,262-12.6% | $4,736-2.9% | $4,764-3.5% |
| Participant deferral / active EE | $12,912 | $7,111+81.6% | $6,710+92.4% | $5,851+120.7% |
| Admin fee / account holder | $23,476 | $12,125+93.6% | $10,264+128.7% | $11,599+102.4% |