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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 | $207,697 | $165,351+25.6% | $149,710+38.7% | $158,931+30.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.62% | 348.19%-331.6pp | 276.63%-260.0pp | 302.86%-286.2pp |
| Employer contribution / active EE | $6,557 | $5,103+28.5% | $4,645+41.2% | $4,761+37.7% |
| Participant deferral / active EE | $10,852 | $7,181+51.1% | $6,842+58.6% | $5,982+81.4% |
| Admin fee / account holder | $19,036 | $10,807+76.1% | $9,309+104.5% | $11,247+69.3% |