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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 | $189,672 | $176,120+7.7% | $159,487+18.9% | $167,553+13.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.36% | 331.95%-313.6pp | 263.71%-245.3pp | 478.89%-460.5pp |
| Employer contribution / active EE | $10,137 | $5,299+91.3% | $4,831+109.8% | $4,840+109.5% |
| Participant deferral / active EE | $8,777 | $7,752+13.2% | $7,354+19.4% | $6,343+38.4% |
| Admin fee / account holder | $21,120 | $12,561+68.1% | $10,804+95.5% | $12,316+71.5% |