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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 | $156,360 | $148,629+5.2% | $135,982+15.0% | $139,487+12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.37% | 79.33%-61.0pp | 68.32%-49.9pp | 373.84%-355.5pp |
| Employer contribution / active EE | $4,226 | $5,247-19.5% | $4,859-13.0% | $4,755-11.1% |
| Participant deferral / active EE | $15,785 | $8,102+94.8% | $7,760+103.4% | $6,713+135.2% |
| Admin fee / account holder | $711 | $12,406-94.3% | $10,767-93.4% | $11,407-93.8% |