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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 | $152,201 | $148,623+2.4% | $135,974+11.9% | $139,466+9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.37% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,728 | $5,246-48.0% | $4,859-43.9% | $4,754-42.6% |
| Participant deferral / active EE | $10,879 | $8,103+34.3% | $7,760+40.2% | $6,712+62.1% |
| Admin fee / account holder | $39,703 | $12,406+220.0% | $10,767+268.8% | $11,409+248.0% |