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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 | $243,270 | $226,105+7.6% | $182,540+33.3% | $152,897+59.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.13% | 192.58%-175.4pp | 148.58%-131.4pp | 345.43%-328.3pp |
| Employer contribution / active EE | $4,167 | $4,978-16.3% | $4,076+2.2% | $4,764-12.5% |
| Participant deferral / active EE | $8,467 | $6,370+32.9% | $5,525+53.2% | $5,851+44.7% |
| Admin fee / account holder | $43,336 | $10,706+304.8% | $8,593+404.3% | $11,599+273.6% |