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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 | $170,567 | $148,623+14.8% | $135,974+25.4% | $139,466+22.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,098 | $5,246-41.0% | $4,859-36.2% | $4,754-34.8% |
| Participant deferral / active EE | $20,463 | $8,103+152.5% | $7,760+163.7% | $6,712+204.9% |
| Admin fee / account holder | $12,812 | $12,406+3.3% | $10,767+19.0% | $11,409+12.3% |