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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 | $174,199 | $148,623+17.2% | $135,974+28.1% | $139,466+24.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.23% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $7,954 | $5,246+51.6% | $4,859+63.7% | $4,754+67.3% |
| Participant deferral / active EE | $4,725 | $8,103-41.7% | $7,760-39.1% | $6,712-29.6% |
| Admin fee / account holder | $5,335 | $12,406-57.0% | $10,767-50.5% | $11,409-53.2% |