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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 | $225,312 | $185,312+21.6% | $161,489+39.5% | $154,746+45.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.82% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $10,738 | $4,769+125.2% | $4,268+151.6% | $4,379+145.2% |
| Participant deferral / active EE | $2,764 | $6,350-56.5% | $5,630-50.9% | $6,730-58.9% |
| Admin fee / account holder | $32,038 | $18,654+71.7% | $16,006+100.2% | $14,365+123.0% |