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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 | $196,623 | $176,120+11.6% | $159,487+23.3% | $167,553+17.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.94% | 331.95%-321.0pp | 263.71%-252.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $11,013 | $5,299+107.8% | $4,831+127.9% | $4,840+127.6% |
| Participant deferral / active EE | $4,330 | $7,752-44.1% | $7,354-41.1% | $6,343-31.7% |
| Admin fee / account holder | $1,526 | $12,561-87.9% | $10,804-85.9% | $12,316-87.6% |