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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 | $190,716 | $165,381+15.3% | $149,730+27.4% | $158,966+20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.80% | 348.29%-339.5pp | 276.70%-267.9pp | 302.95%-294.2pp |
| Employer contribution / active EE | $9,574 | $5,104+87.6% | $4,645+106.1% | $4,762+101.0% |
| Participant deferral / active EE | $9,188 | $7,182+27.9% | $6,843+34.3% | $5,983+53.6% |
| Admin fee / account holder | $22,515 | $10,809+108.3% | $9,310+141.8% | $11,250+100.1% |