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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 | $204,828 | $196,972+4.0% | $182,262+12.4% | $198,609+3.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.92% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $14,922 | $5,364+178.2% | $5,046+195.7% | $5,055+195.2% |
| Participant deferral / active EE | $13,934 | $8,643+61.2% | $8,276+68.4% | $6,977+99.7% |
| Admin fee / account holder | $21,315 | $18,429+15.7% | $16,712+27.5% | $19,030+12.0% |