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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 | $199,131 | $148,629+34.0% | $135,982+46.4% | $139,487+42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.78% | 79.33%-58.6pp | 68.32%-47.5pp | 373.84%-353.1pp |
| Employer contribution / active EE | $10,260 | $5,247+95.6% | $4,859+111.1% | $4,755+115.8% |
| Participant deferral / active EE | $12,173 | $8,102+50.2% | $7,760+56.9% | $6,713+81.3% |
| Admin fee / account holder | $1,294 | $12,406-89.6% | $10,767-88.0% | $11,407-88.7% |