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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 | $188,450 | $165,399+13.9% | $149,745+25.8% | $158,982+18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.05% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $17,134 | $5,105+235.7% | $4,646+268.8% | $4,763+259.7% |
| Participant deferral / active EE | $15,316 | $7,183+113.2% | $6,843+123.8% | $5,983+156.0% |
| Admin fee / account holder | $51,653 | $10,811+377.8% | $9,312+454.7% | $11,252+359.1% |