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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 | $185,976 | $217,432-14.5% | $185,851+0.1% | $167,553+11.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.95% | 148.43%-137.5pp | 122.11%-111.2pp | 478.89%-467.9pp |
| Employer contribution / active EE | $6,431 | $5,874+9.5% | $5,168+24.4% | $4,840+32.9% |
| Participant deferral / active EE | $7,495 | $6,357+17.9% | $5,569+34.6% | $6,343+18.2% |
| Admin fee / account holder | $241,593 | $19,820+1118.9% | $16,245+1387.2% | $12,316+1861.6% |