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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 | $182,392 | $148,629+22.7% | $135,982+34.1% | $139,487+30.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.32% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $5,473 | $5,247+4.3% | $4,859+12.6% | $4,755+15.1% |
| Participant deferral / active EE | $14,495 | $8,102+78.9% | $7,760+86.8% | $6,713+115.9% |
| Admin fee / account holder | $38,288 | $12,406+208.6% | $10,767+255.6% | $11,407+235.6% |