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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 | $157,445 | $129,737+21.4% | $119,126+32.2% | $154,746+1.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.19% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $11,449 | $4,375+161.7% | $4,034+183.8% | $4,379+161.4% |
| Participant deferral / active EE | $17,342 | $5,842+196.9% | $5,318+226.1% | $6,730+157.7% |
| Admin fee / account holder | $1,608 | $11,961-86.6% | $10,693-85.0% | $14,365-88.8% |