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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 | $167,211 | $178,174-6.2% | $156,181+7.1% | $137,256+21.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.25% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $8,275 | $4,972+66.4% | $4,294+92.7% | $4,156+99.1% |
| Participant deferral / active EE | $7,098 | $6,888+3.0% | $6,132+15.7% | $6,407+10.8% |
| Admin fee / account holder | $55,259 | $17,404+217.5% | $14,586+278.8% | $12,270+350.4% |