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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 | $198,329 | $165,361+19.9% | $149,715+32.5% | $158,950+24.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.42% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $32,324 | $5,103+533.4% | $4,645+595.9% | $4,762+578.8% |
| Participant deferral / active EE | $15,000 | $7,182+108.9% | $6,842+119.2% | $5,983+150.7% |
| Admin fee / account holder | $4,667 | $10,808-56.8% | $9,310-49.9% | $11,248-58.5% |