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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 | $188,580 | $148,623+26.9% | $135,974+38.7% | $139,466+35.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.07% | 79.30%-40.2pp | 68.30%-29.2pp | 373.66%-334.6pp |
| Employer contribution / active EE | $8,000 | $5,246+52.5% | $4,859+64.6% | $4,754+68.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $53,896 | $12,406+334.4% | $10,767+400.6% | $11,409+372.4% |