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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 | $190,706 | $197,637-3.5% | $177,848+7.2% | $158,982+20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 43.15% | 58.77%-15.6pp | 48.33%-5.2pp | 302.99%-259.8pp |
| Employer contribution / active EE | $15,173 | $6,698+126.5% | $5,919+156.4% | $4,763+218.6% |
| Participant deferral / active EE | $17,738 | $8,405+111.0% | $7,714+129.9% | $5,983+196.4% |
| Admin fee / account holder | $83,180 | $15,406+439.9% | $12,431+569.1% | $11,252+639.3% |