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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 | $194,834 | $166,242+17.2% | $165,071+18.0% | $145,884+33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.44%-87.1pp | 70.17%-56.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $5,581 | $5,283+5.6% | $4,347+28.4% | $4,662+19.7% |
| Participant deferral / active EE | $5,743 | $6,964-17.5% | $6,035-4.8% | $6,690-14.1% |
| Admin fee / account holder | $13,847 | $16,658-16.9% | $12,695+9.1% | $13,392+3.4% |