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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 | $180,105 | $148,623+21.2% | $135,974+32.5% | $139,466+29.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.39% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $7,603 | $5,246+44.9% | $4,859+56.5% | $4,754+59.9% |
| Participant deferral / active EE | $13,702 | $8,103+69.1% | $7,760+76.6% | $6,712+104.1% |
| Admin fee / account holder | $1,571 | $12,406-87.3% | $10,767-85.4% | $11,409-86.2% |