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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 | $202,547 | $183,592+10.3% | $155,574+30.2% | $145,877+38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,469 | $5,317-34.8% | $4,676-25.8% | $4,663-25.6% |
| Participant deferral / active EE | $15,306 | $6,466+136.7% | $5,629+171.9% | $6,691+128.8% |
| Admin fee / account holder | $65,752 | $19,316+240.4% | $15,914+313.2% | $13,402+390.6% |