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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 | $195,690 | $176,120+11.1% | $159,487+22.7% | $167,553+16.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.96% | 331.95%-320.0pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $8,843 | $5,299+66.9% | $4,831+83.0% | $4,840+82.7% |
| Participant deferral / active EE | $5,233 | $7,752-32.5% | $7,354-28.8% | $6,343-17.5% |
| Admin fee / account holder | $29,508 | $12,561+134.9% | $10,804+173.1% | $12,316+139.6% |