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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 | $179,050 | $174,379+2.7% | $152,093+17.7% | $138,895+28.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.71% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $11,996 | $4,652+157.9% | $4,175+187.3% | $4,194+186.0% |
| Participant deferral / active EE | $11,532 | $6,159+87.2% | $5,451+111.5% | $6,396+80.3% |
| Admin fee / account holder | $336,851 | $16,880+1895.6% | $14,497+2223.7% | $12,562+2581.5% |