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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 | $132,771 | $148,623-10.7% | $135,974-2.4% | $139,466-4.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.98% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $7,489 | $5,246+42.7% | $4,859+54.1% | $4,754+57.5% |
| Participant deferral / active EE | $18,606 | $8,103+129.6% | $7,760+139.8% | $6,712+177.2% |
| Admin fee / account holder | $30,216 | $12,406+143.6% | $10,767+180.7% | $11,409+164.9% |