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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 | $207,516 | $157,296+31.9% | $141,191+47.0% | $152,897+35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.08% | 64.34%-45.3pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $3,845 | $5,262-26.9% | $4,736-18.8% | $4,764-19.3% |
| Participant deferral / active EE | $14,826 | $7,111+108.5% | $6,710+121.0% | $5,851+153.4% |
| Admin fee / account holder | $25,741 | $12,125+112.3% | $10,264+150.8% | $11,599+121.9% |