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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 | $159,368 | $148,623+7.2% | $135,974+17.2% | $139,466+14.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 79.30%-64.3pp | 68.30%-53.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,608 | $5,246-31.2% | $4,859-25.8% | $4,754-24.1% |
| Participant deferral / active EE | $16,428 | $8,103+102.7% | $7,760+111.7% | $6,712+144.8% |
| Admin fee / account holder | $26,028 | $12,406+109.8% | $10,767+141.8% | $11,409+128.1% |