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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 | $167,029 | $148,623+12.4% | $135,974+22.8% | $139,466+19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.84% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,330 | $5,246+20.7% | $4,859+30.3% | $4,754+33.2% |
| Participant deferral / active EE | $6,000 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $1,393 | $12,406-88.8% | $10,767-87.1% | $11,409-87.8% |