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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 | $154,237 | $148,623+3.8% | $135,974+13.4% | $139,466+10.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.00% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $8,585 | $5,246+63.6% | $4,859+76.7% | $4,754+80.6% |
| Participant deferral / active EE | $10,731 | $8,103+32.4% | $7,760+38.3% | $6,712+59.9% |
| Admin fee / account holder | $3,992 | $12,406-67.8% | $10,767-62.9% | $11,409-65.0% |