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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 | $163,259 | $148,629+9.8% | $135,982+20.1% | $139,487+17.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.64% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $8,012 | $5,247+52.7% | $4,859+64.9% | $4,755+68.5% |
| Participant deferral / active EE | $23,833 | $8,102+194.1% | $7,760+207.1% | $6,713+255.0% |
| Admin fee / account holder | $30,326 | $12,406+144.4% | $10,767+181.7% | $11,407+165.8% |