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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 | $162,188 | $174,379-7.0% | $152,093+6.6% | $138,895+16.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.33% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $48,042 | $4,652+932.7% | $4,175+1050.8% | $4,194+1045.4% |
| Participant deferral / active EE | $31,909 | $6,159+418.1% | $5,451+485.3% | $6,396+398.9% |
| Admin fee / account holder | $37,018 | $16,880+119.3% | $14,497+155.4% | $12,562+194.7% |