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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 | $158,392 | $148,623+6.6% | $135,974+16.5% | $139,466+13.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.31% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $6,757 | $5,246+28.8% | $4,859+39.1% | $4,754+42.1% |
| Participant deferral / active EE | $15,270 | $8,103+88.5% | $7,760+96.8% | $6,712+127.5% |
| Admin fee / account holder | $38,350 | $12,406+209.1% | $10,767+256.2% | $11,409+236.1% |