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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 | $201,564 | $183,592+9.8% | $155,574+29.6% | $145,877+38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.02% | 61.37%-38.4pp | 64.87%-41.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $10,278 | $5,317+93.3% | $4,676+119.8% | $4,663+120.4% |
| Participant deferral / active EE | $8,125 | $6,466+25.7% | $5,629+44.3% | $6,691+21.4% |
| Admin fee / account holder | $215,041 | $19,316+1013.3% | $15,914+1251.3% | $13,402+1504.5% |