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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 | $166,407 | $148,623+12.0% | $135,974+22.4% | $139,466+19.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.88% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $8,845 | $5,246+68.6% | $4,859+82.0% | $4,754+86.0% |
| Participant deferral / active EE | $12,920 | $8,103+59.5% | $7,760+66.5% | $6,712+92.5% |
| Admin fee / account holder | $33,203 | $12,406+167.6% | $10,767+208.4% | $11,409+191.0% |