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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 | $185,988 | $148,623+25.1% | $135,974+36.8% | $139,466+33.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.41% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $12,388 | $5,246+136.1% | $4,859+155.0% | $4,754+160.6% |
| Participant deferral / active EE | $12,200 | $8,103+50.6% | $7,760+57.2% | $6,712+81.8% |
| Admin fee / account holder | $1,069 | $12,406-91.4% | $10,767-90.1% | $11,409-90.6% |