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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 | $148,623-2.8% | $135,974+6.2% | $139,466+3.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $20,840 | $5,246+297.2% | $4,859+328.9% | $4,754+338.4% |
| Participant deferral / active EE | $11,832 | $8,103+46.0% | $7,760+52.5% | $6,712+76.3% |
| Admin fee / account holder | $1,050 | $12,406-91.5% | $10,767-90.3% | $11,409-90.8% |