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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 | $192,629 | $148,623+29.6% | $135,974+41.7% | $139,466+38.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.94% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $7,253 | $5,246+38.2% | $4,859+49.3% | $4,754+52.6% |
| Participant deferral / active EE | $10,347 | $8,103+27.7% | $7,760+33.3% | $6,712+54.2% |
| Admin fee / account holder | $26,858 | $12,406+116.5% | $10,767+149.5% | $11,409+135.4% |