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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 | $203,878 | $196,972+3.5% | $182,262+11.9% | $198,609+2.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.03% | 158.27%-144.2pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,450 | $5,364-35.7% | $5,046-31.6% | $5,055-31.8% |
| Participant deferral / active EE | $11,875 | $8,643+37.4% | $8,276+43.5% | $6,977+70.2% |
| Admin fee / account holder | $189,302 | $18,429+927.2% | $16,712+1032.7% | $19,030+894.7% |