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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 | $226,277 | $180,749+25.2% | $160,784+40.7% | $137,256+64.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.71% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,984 | $4,155+20.0% | $3,733+33.5% | $4,156+19.9% |
| Participant deferral / active EE | $14,198 | $6,844+107.4% | $6,293+125.6% | $6,407+121.6% |
| Admin fee / account holder | $5,156 | $10,397-50.4% | $9,717-46.9% | $12,270-58.0% |