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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 | $199,147 | $159,934+24.5% | $147,005+35.5% | $145,959+36.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $11,523 | $5,287+117.9% | $4,934+133.5% | $4,661+147.2% |
| Participant deferral / active EE | $6,952 | $8,427-17.5% | $8,070-13.8% | $6,689+3.9% |
| Admin fee / account holder | $33,300 | $15,053+121.2% | $13,006+156.0% | $13,398+148.5% |