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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 | $175,647 | $148,623+18.2% | $135,974+29.2% | $139,466+25.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $22,115 | $5,246+321.5% | $4,859+355.2% | $4,754+365.2% |
| Participant deferral / active EE | $11,664 | $8,103+43.9% | $7,760+50.3% | $6,712+73.8% |
| Admin fee / account holder | $3,856 | $12,406-68.9% | $10,767-64.2% | $11,409-66.2% |