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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 | $187,384 | $176,105+6.4% | $159,474+17.5% | $167,536+11.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.63% | 331.91%-302.3pp | 263.68%-234.0pp | 478.82%-449.2pp |
| Employer contribution / active EE | $8,375 | $5,299+58.1% | $4,831+73.4% | $4,839+73.1% |
| Participant deferral / active EE | $7,175 | $7,751-7.4% | $7,353-2.4% | $6,342+13.1% |
| Admin fee / account holder | $2,228 | $12,559-82.3% | $10,802-79.4% | $12,315-81.9% |