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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 | $121,672 | $196,972-38.2% | $182,262-33.2% | $198,609-38.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.72% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $11,269 | $5,364+110.1% | $5,046+123.3% | $5,055+122.9% |
| Participant deferral / active EE | $14,424 | $8,643+66.9% | $8,276+74.3% | $6,977+106.7% |
| Admin fee / account holder | $21,507 | $18,429+16.7% | $16,712+28.7% | $19,030+13.0% |