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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 | $163,881 | $148,629+10.3% | $135,982+20.5% | $139,487+17.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 79.33%-66.1pp | 68.32%-55.1pp | 373.84%-360.7pp |
| Employer contribution / active EE | $27,294 | $5,247+420.2% | $4,859+461.7% | $4,755+474.0% |
| Participant deferral / active EE | $18,790 | $8,102+131.9% | $7,760+142.1% | $6,713+179.9% |
| Admin fee / account holder | $819 | $12,406-93.4% | $10,767-92.4% | $11,407-92.8% |