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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 | $149,466 | $148,623+0.6% | $135,974+9.9% | $139,466+7.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.07% | 79.30%-57.2pp | 68.30%-46.2pp | 373.66%-351.6pp |
| Employer contribution / active EE | $12,031 | $5,246+129.3% | $4,859+147.6% | $4,754+153.1% |
| Participant deferral / active EE | $10,122 | $8,103+24.9% | $7,760+30.4% | $6,712+50.8% |
| Admin fee / account holder | $687 | $12,406-94.5% | $10,767-93.6% | $11,409-94.0% |