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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 | $191,278 | $157,296+21.6% | $141,191+35.5% | $152,897+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.16% | 64.34%-45.2pp | 71.41%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $8,676 | $5,262+64.9% | $4,736+83.2% | $4,764+82.1% |
| Participant deferral / active EE | $5,861 | $7,111-17.6% | $6,710-12.7% | $5,851+0.2% |
| Admin fee / account holder | $25,957 | $12,125+114.1% | $10,264+152.9% | $11,599+123.8% |