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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 | $191,370 | $157,296+21.7% | $141,191+35.5% | $152,897+25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.78% | 64.34%-49.6pp | 71.41%-56.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $15,021 | $5,262+185.4% | $4,736+217.2% | $4,764+215.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,671 | $12,125-12.0% | $10,264+4.0% | $11,599-8.0% |