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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 | $148,582+17.2% | $135,942+28.1% | $139,456+24.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.23% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $7,954 | $5,245+51.7% | $4,858+63.7% | $4,753+67.4% |
| Participant deferral / active EE | $4,725 | $8,101-41.7% | $7,759-39.1% | $6,711-29.6% |
| Admin fee / account holder | $5,335 | $12,402-57.0% | $10,764-50.4% | $11,407-53.2% |