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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 | $192,247 | $166,268+15.6% | $165,100+16.4% | $145,897+31.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.03% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $8,375 | $5,284+58.5% | $4,348+92.6% | $4,663+79.6% |
| Participant deferral / active EE | $3,579 | $6,964-48.6% | $6,035-40.7% | $6,689-46.5% |
| Admin fee / account holder | $1,922 | $16,659-88.5% | $12,696-84.9% | $13,390-85.6% |