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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 | $216,188 | $196,972+9.8% | $182,262+18.6% | $198,609+8.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.89% | 158.27%-147.4pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $10,688 | $5,364+99.3% | $5,046+111.8% | $5,055+111.4% |
| Participant deferral / active EE | $5,661 | $8,643-34.5% | $8,276-31.6% | $6,977-18.9% |
| Admin fee / account holder | $5,268 | $18,429-71.4% | $16,712-68.5% | $19,030-72.3% |