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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 | $160,812 | $157,296+2.2% | $141,191+13.9% | $152,897+5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.06% | 64.34%-48.3pp | 71.41%-55.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $37,687 | $5,262+616.2% | $4,736+695.8% | $4,764+691.2% |
| Participant deferral / active EE | $20,144 | $7,111+183.3% | $6,710+200.2% | $5,851+244.3% |
| Admin fee / account holder | $40,445 | $12,125+233.6% | $10,264+294.0% | $11,599+248.7% |