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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 | $155,432 | $148,623+4.6% | $135,974+14.3% | $139,466+11.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.38% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $20,248 | $5,246+285.9% | $4,859+316.7% | $4,754+325.9% |
| Participant deferral / active EE | $17,060 | $8,103+110.5% | $7,760+119.8% | $6,712+154.2% |
| Admin fee / account holder | $2,435 | $12,406-80.4% | $10,767-77.4% | $11,409-78.7% |