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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 | $182,902 | $198,457-7.8% | $170,435+7.3% | $147,586+23.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.12% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $8,044 | $6,183+30.1% | $5,432+48.1% | $4,876+65.0% |
| Participant deferral / active EE | $5,068 | $5,629-10.0% | $4,939+2.6% | $5,439-6.8% |
| Admin fee / account holder | $51,777 | $16,852+207.2% | $13,881+273.0% | $10,886+375.6% |