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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 | $190,902 | $184,000+3.8% | $162,185+17.7% | $152,909+24.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 15.72% | 150.80%-135.1pp | 115.61%-99.9pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,651 | $6,370+4.4% | $5,613+18.5% | $4,764+39.6% |
| Participant deferral / active EE | $8,322 | $8,033+3.6% | $7,297+14.0% | $5,851+42.2% |
| Admin fee / account holder | $84,606 | $13,124+544.7% | $10,844+680.2% | $11,601+629.3% |