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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 | $173,268 | $198,462-12.7% | $170,439+1.7% | $147,585+17.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 257.30%-243.8pp | 205.94%-192.5pp | 578.58%-565.1pp |
| Employer contribution / active EE | $9,141 | $6,184+47.8% | $5,433+68.3% | $4,876+87.5% |
| Participant deferral / active EE | $7,525 | $5,629+33.7% | $4,939+52.3% | $5,439+38.4% |
| Admin fee / account holder | $55,795 | $16,852+231.1% | $13,881+302.0% | $10,886+412.6% |