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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 | $229,695 | $148,623+54.5% | $135,974+68.9% | $139,466+64.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.89% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $12,919 | $5,246+146.2% | $4,859+165.9% | $4,754+171.7% |
| Participant deferral / active EE | $7,457 | $8,103-8.0% | $7,760-3.9% | $6,712+11.1% |
| Admin fee / account holder | $8,684 | $12,406-30.0% | $10,767-19.3% | $11,409-23.9% |