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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 | $159,409 | $165,381-3.6% | $149,730+6.5% | $158,966+0.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.31% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $7,630 | $5,104+49.5% | $4,645+64.3% | $4,762+60.2% |
| Participant deferral / active EE | $13,455 | $7,182+87.3% | $6,843+96.6% | $5,983+124.9% |
| Admin fee / account holder | $61,445 | $10,809+468.4% | $9,310+560.0% | $11,250+446.2% |