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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 | $148,558+13.7% | $135,925+24.3% | $139,427+21.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.12% | 79.22%-65.1pp | 68.25%-54.1pp | 373.27%-359.1pp |
| Employer contribution / active EE | $7,792 | $5,244+48.6% | $4,857+60.4% | $4,752+64.0% |
| Participant deferral / active EE | $16,968 | $8,101+109.4% | $7,759+118.7% | $6,711+152.8% |
| Admin fee / account holder | $3,260 | $12,401-73.7% | $10,764-69.7% | $11,404-71.4% |