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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 | $186,828 | $208,088-10.2% | $186,193+0.3% | $154,746+20.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.10% | 89.97%-68.9pp | 78.03%-56.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $11,543 | $4,340+166.0% | $3,918+194.6% | $4,379+163.6% |
| Participant deferral / active EE | $13,879 | $7,078+96.1% | $6,513+113.1% | $6,730+106.2% |
| Admin fee / account holder | $31,762 | $11,698+171.5% | $11,058+187.2% | $14,365+121.1% |