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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 | $159,364 | $157,304+1.3% | $141,197+12.9% | $152,909+4.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.14% | 64.34%-35.2pp | 71.41%-42.3pp | 345.46%-316.3pp |
| Employer contribution / active EE | $11,420 | $5,263+117.0% | $4,736+141.1% | $4,764+139.7% |
| Participant deferral / active EE | $10,175 | $7,111+43.1% | $6,710+51.6% | $5,851+73.9% |
| Admin fee / account holder | $752 | $12,126-93.8% | $10,265-92.7% | $11,601-93.5% |