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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 | $144,402 | $148,582-2.8% | $135,942+6.2% | $139,456+3.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $20,840 | $5,245+297.4% | $4,858+329.0% | $4,753+338.5% |
| Participant deferral / active EE | $11,832 | $8,101+46.1% | $7,759+52.5% | $6,711+76.3% |
| Admin fee / account holder | $1,050 | $12,402-91.5% | $10,764-90.2% | $11,407-90.8% |