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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 | $127,149 | $148,629-14.5% | $135,982-6.5% | $139,487-8.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.21% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $16,374 | $5,247+212.1% | $4,859+237.0% | $4,755+244.4% |
| Participant deferral / active EE | $18,246 | $8,102+125.2% | $7,760+135.1% | $6,713+171.8% |
| Admin fee / account holder | $34,906 | $12,406+181.4% | $10,767+224.2% | $11,407+206.0% |