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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 | $234,768 | $162,136+44.8% | $152,301+54.1% | $154,746+51.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.04% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $13,975 | $4,890+185.8% | $4,624+202.2% | $4,379+219.1% |
| Participant deferral / active EE | $8,150 | $8,341-2.3% | $8,004+1.8% | $6,730+21.1% |
| Admin fee / account holder | $122,063 | $15,759+674.5% | $14,398+747.8% | $14,365+749.7% |