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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 | $187,642 | $148,623+26.3% | $135,974+38.0% | $139,466+34.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.12% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $13,501 | $5,246+157.3% | $4,859+177.9% | $4,754+184.0% |
| Participant deferral / active EE | $11,948 | $8,103+47.5% | $7,760+54.0% | $6,712+78.0% |
| Admin fee / account holder | $688 | $12,406-94.5% | $10,767-93.6% | $11,409-94.0% |