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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 | $222,573 | $148,629+49.8% | $135,982+63.7% | $139,487+59.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.62% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $6,651 | $5,247+26.8% | $4,859+36.9% | $4,755+39.9% |
| Participant deferral / active EE | $10,067 | $8,102+24.2% | $7,760+29.7% | $6,713+50.0% |
| Admin fee / account holder | $19,118 | $12,406+54.1% | $10,767+77.6% | $11,407+67.6% |