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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 | $126,472 | $148,623-14.9% | $135,974-7.0% | $139,466-9.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 22.68% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-351.0pp |
| Employer contribution / active EE | $8,240 | $5,246+57.1% | $4,859+69.6% | $4,754+73.3% |
| Participant deferral / active EE | $15,276 | $8,103+88.5% | $7,760+96.9% | $6,712+127.6% |
| Admin fee / account holder | $310 | $12,406-97.5% | $10,767-97.1% | $11,409-97.3% |