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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 | $207,041 | $197,603+4.8% | $177,827+16.4% | $158,950+30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.93% | 58.76%-39.8pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $13,091 | $6,698+95.5% | $5,918+121.2% | $4,762+174.9% |
| Participant deferral / active EE | $16,498 | $8,404+96.3% | $7,713+113.9% | $5,983+175.8% |
| Admin fee / account holder | $24,100 | $15,402+56.5% | $12,429+93.9% | $11,248+114.3% |