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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 | $208,301 | $196,972+5.8% | $182,262+14.3% | $198,609+4.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.24% | 158.27%-144.0pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $7,772 | $5,364+44.9% | $5,046+54.0% | $5,055+53.7% |
| Participant deferral / active EE | $23,967 | $8,643+177.3% | $8,276+189.6% | $6,977+243.5% |
| Admin fee / account holder | $94,982 | $18,429+415.4% | $16,712+468.3% | $19,030+399.1% |