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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 | $142,215 | $156,398-9.1% | $147,318-3.5% | $138,895+2.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.91% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $15,457 | $4,853+218.5% | $4,593+236.5% | $4,194+268.5% |
| Participant deferral / active EE | $11,874 | $8,237+44.2% | $7,906+50.2% | $6,396+85.6% |
| Admin fee / account holder | $65,206 | $14,976+335.4% | $13,708+375.7% | $12,562+419.1% |