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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 | $145,864 | $148,623-1.9% | $135,974+7.3% | $139,466+4.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 79.30%-62.9pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $5,884 | $5,246+12.2% | $4,859+21.1% | $4,754+23.8% |
| Participant deferral / active EE | $4,501 | $8,103-44.4% | $7,760-42.0% | $6,712-32.9% |
| Admin fee / account holder | $30,087 | $12,406+142.5% | $10,767+179.5% | $11,409+163.7% |