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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 | $156,589 | $148,629+5.4% | $135,982+15.2% | $139,487+12.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $4,107 | $5,247-21.7% | $4,859-15.5% | $4,755-13.6% |
| Participant deferral / active EE | $12,692 | $8,102+56.6% | $7,760+63.6% | $6,713+89.1% |
| Admin fee / account holder | $15,492 | $12,406+24.9% | $10,767+43.9% | $11,407+35.8% |