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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 | $152,107 | $148,629+2.3% | $135,982+11.9% | $139,487+9.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.22% | 79.33%-56.1pp | 68.32%-45.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $8,361 | $5,247+59.4% | $4,859+72.1% | $4,755+75.8% |
| Participant deferral / active EE | $16,251 | $8,102+100.6% | $7,760+109.4% | $6,713+142.1% |
| Admin fee / account holder | $1,302 | $12,406-89.5% | $10,767-87.9% | $11,407-88.6% |