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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 | $165,399+25.6% | $149,745+38.7% | $158,982+30.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.62% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $6,557 | $5,105+28.5% | $4,646+41.2% | $4,763+37.7% |
| Participant deferral / active EE | $10,852 | $7,183+51.1% | $6,843+58.6% | $5,983+81.4% |
| Admin fee / account holder | $19,036 | $10,811+76.1% | $9,312+104.4% | $11,252+69.2% |