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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 | $141,378 | $132,099+7.0% | $115,599+22.3% | $138,895+1.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 20.05% | 176.76%-156.7pp | 111.10%-91.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $18,174 | $3,416+432.0% | $2,955+515.0% | $4,194+333.3% |
| Participant deferral / active EE | $26,615 | $5,617+373.8% | $4,889+444.3% | $6,396+316.1% |
| Admin fee / account holder | $22,348 | $15,650+42.8% | $12,841+74.0% | $12,562+77.9% |