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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 | $176,770 | $148,623+18.9% | $135,974+30.0% | $139,466+26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,349 | $5,246-36.2% | $4,859-31.1% | $4,754-29.6% |
| Participant deferral / active EE | $8,874 | $8,103+9.5% | $7,760+14.4% | $6,712+32.2% |
| Admin fee / account holder | $1,231 | $12,406-90.1% | $10,767-88.6% | $11,409-89.2% |