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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 | $199,852 | $185,883+7.5% | $170,043+17.5% | $139,466+43.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.91% | 60.54%-41.6pp | 53.40%-34.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $17,047 | $7,596+124.4% | $6,790+151.1% | $4,754+258.6% |
| Participant deferral / active EE | $17,047 | $11,626+46.6% | $10,410+63.8% | $6,712+154.0% |
| Admin fee / account holder | $9,564 | $15,393-37.9% | $12,824-25.4% | $11,409-16.2% |