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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 | $145,645 | $148,623-2.0% | $135,974+7.1% | $139,466+4.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.95% | 79.30%-54.3pp | 68.30%-43.4pp | 373.66%-348.7pp |
| Employer contribution / active EE | $6,384 | $5,246+21.7% | $4,859+31.4% | $4,754+34.3% |
| Participant deferral / active EE | $13,358 | $8,103+64.9% | $7,760+72.1% | $6,712+99.0% |
| Admin fee / account holder | $396 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |