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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 | $167,969 | $148,623+13.0% | $135,974+23.5% | $139,466+20.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.3pp |
| Employer contribution / active EE | $5,264 | $5,246+0.3% | $4,859+8.3% | $4,754+10.7% |
| Participant deferral / active EE | $12,129 | $8,103+49.7% | $7,760+56.3% | $6,712+80.7% |
| Admin fee / account holder | $30,323 | $12,406+144.4% | $10,767+181.6% | $11,409+165.8% |