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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 | $148,582+22.2% | $135,942+33.5% | $139,456+30.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.47% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $8,069 | $5,245+53.8% | $4,858+66.1% | $4,753+69.8% |
| Participant deferral / active EE | $5,131 | $8,101-36.7% | $7,759-33.9% | $6,711-23.5% |
| Admin fee / account holder | $77,215 | $12,402+522.6% | $10,764+617.3% | $11,407+576.9% |