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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 | $168,963 | $148,629+13.7% | $135,982+24.3% | $139,487+21.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.12% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $7,792 | $5,247+48.5% | $4,859+60.4% | $4,755+63.9% |
| Participant deferral / active EE | $16,968 | $8,102+109.4% | $7,760+118.7% | $6,713+152.8% |
| Admin fee / account holder | $3,260 | $12,406-73.7% | $10,767-69.7% | $11,407-71.4% |