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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 | $162,136+12.0% | $152,301+19.2% | $154,746+17.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.89% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $23,595 | $4,890+382.5% | $4,624+410.2% | $4,379+438.8% |
| Participant deferral / active EE | $12,796 | $8,341+53.4% | $8,004+59.9% | $6,730+90.1% |
| Admin fee / account holder | $75,000 | $15,759+375.9% | $14,398+420.9% | $14,365+422.1% |