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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 | $179,199 | $148,623+20.6% | $135,974+31.8% | $139,466+28.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.52% | 79.30%-47.8pp | 68.30%-36.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $17,662 | $5,246+236.6% | $4,859+263.5% | $4,754+271.5% |
| Participant deferral / active EE | $9,429 | $8,103+16.4% | $7,760+21.5% | $6,712+40.5% |
| Admin fee / account holder | $1,546 | $12,406-87.5% | $10,767-85.6% | $11,409-86.4% |