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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 | $167,150 | $148,623+12.5% | $135,974+22.9% | $139,466+19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.09% | 79.30%-40.2pp | 68.30%-29.2pp | 373.66%-334.6pp |
| Employer contribution / active EE | $5,140 | $5,246-2.0% | $4,859+5.8% | $4,754+8.1% |
| Participant deferral / active EE | $11,555 | $8,103+42.6% | $7,760+48.9% | $6,712+72.2% |
| Admin fee / account holder | $306 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |