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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 | $181,607 | $154,228+17.8% | $145,433+24.9% | $137,256+32.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.89% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $23,595 | $4,804+391.2% | $4,554+418.1% | $4,156+467.7% |
| Participant deferral / active EE | $12,796 | $8,216+55.7% | $7,897+62.0% | $6,407+99.7% |
| Admin fee / account holder | $75,000 | $14,344+422.9% | $13,129+471.3% | $12,270+511.2% |