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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 | $157,888 | $148,623+6.2% | $135,974+16.1% | $139,466+13.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.99% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $10,466 | $5,246+99.5% | $4,859+115.4% | $4,754+120.2% |
| Participant deferral / active EE | $10,499 | $8,103+29.6% | $7,760+35.3% | $6,712+56.4% |
| Admin fee / account holder | $31,690 | $12,406+155.5% | $10,767+194.3% | $11,409+177.8% |