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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 | $186,176 | $148,623+25.3% | $135,974+36.9% | $139,466+33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.52% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $6,230 | $5,246+18.7% | $4,859+28.2% | $4,754+31.0% |
| Participant deferral / active EE | $22,500 | $8,103+177.7% | $7,760+189.9% | $6,712+235.2% |
| Admin fee / account holder | $1,728 | $12,406-86.1% | $10,767-84.0% | $11,409-84.9% |