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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 | $192,754 | $165,361+16.6% | $149,715+28.7% | $158,950+21.3% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 14.85% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $10,467 | $5,103+105.1% | $4,645+125.4% | $4,762+119.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,413 | $10,808+292.4% | $9,310+355.6% | $11,248+277.1% |