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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 | $181,512 | $148,623+22.1% | $135,974+33.5% | $139,466+30.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.47% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $8,069 | $5,246+53.8% | $4,859+66.1% | $4,754+69.7% |
| Participant deferral / active EE | $5,131 | $8,103-36.7% | $7,760-33.9% | $6,712-23.5% |
| Admin fee / account holder | $77,215 | $12,406+522.4% | $10,767+617.2% | $11,409+576.8% |