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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 | $238,048 | $196,972+20.9% | $182,262+30.6% | $198,609+19.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.32% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $5,012 | $5,364-6.6% | $5,046-0.7% | $5,055-0.9% |
| Participant deferral / active EE | $16,089 | $8,643+86.2% | $8,276+94.4% | $6,977+130.6% |
| Admin fee / account holder | $20,140 | $18,429+9.3% | $16,712+20.5% | $19,030+5.8% |