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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 | $117,878 | $135,956-13.3% | $123,894-4.9% | $273,972-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 245.37% | 56.63%+188.7pp | 47.52%+197.9pp | 41.46%+203.9pp |
| Employer contribution / active EE | $11,329 | $5,170+119.1% | $4,617+145.4% | $4,869+132.7% |
| Participant deferral / active EE | $7,520 | $6,343+18.6% | $5,984+25.7% | $5,287+42.2% |
| Admin fee / account holder | $3,757 | $9,817-61.7% | $8,357-55.0% | $10,133-62.9% |