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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 | $219,808 | $176,105+24.8% | $159,474+37.8% | $167,536+31.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $9,247 | $5,299+74.5% | $4,831+91.4% | $4,839+91.1% |
| Participant deferral / active EE | $8,771 | $7,751+13.2% | $7,353+19.3% | $6,342+38.3% |
| Admin fee / account holder | $5,406 | $12,559-57.0% | $10,802-50.0% | $12,315-56.1% |