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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 | $218,398 | $148,629+46.9% | $135,982+60.6% | $139,487+56.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.82% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $6,635 | $5,247+26.5% | $4,859+36.5% | $4,755+39.5% |
| Participant deferral / active EE | $12,732 | $8,102+57.1% | $7,760+64.1% | $6,713+89.7% |
| Admin fee / account holder | $25,367 | $12,406+104.5% | $10,767+135.6% | $11,407+122.4% |