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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 | $150,238 | $148,629+1.1% | $135,982+10.5% | $139,487+7.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.26% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $7,758 | $5,247+47.9% | $4,859+59.7% | $4,755+63.2% |
| Participant deferral / active EE | $5,694 | $8,102-29.7% | $7,760-26.6% | $6,713-15.2% |
| Admin fee / account holder | $1,150 | $12,406-90.7% | $10,767-89.3% | $11,407-89.9% |