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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 | $219,472 | $176,120+24.6% | $159,487+37.6% | $167,553+31.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 331.95%-315.7pp | 263.71%-247.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $2,616 | $5,299-50.6% | $4,831-45.9% | $4,840-46.0% |
| Participant deferral / active EE | $9,750 | $7,752+25.8% | $7,354+32.6% | $6,343+53.7% |
| Admin fee / account holder | $22,714 | $12,561+80.8% | $10,804+110.2% | $12,316+84.4% |