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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 | $158,005 | $148,623+6.3% | $135,974+16.2% | $139,466+13.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.34% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $3,478 | $5,246-33.7% | $4,859-28.4% | $4,754-26.8% |
| Participant deferral / active EE | $19,375 | $8,103+139.1% | $7,760+149.7% | $6,712+188.7% |
| Admin fee / account holder | $4,701 | $12,406-62.1% | $10,767-56.3% | $11,409-58.8% |