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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 | $158,131 | $148,623+6.4% | $135,974+16.3% | $139,466+13.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.32% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $7,899 | $5,246+50.6% | $4,859+62.6% | $4,754+66.1% |
| Participant deferral / active EE | $14,385 | $8,103+77.5% | $7,760+85.4% | $6,712+114.3% |
| Admin fee / account holder | $22,548 | $12,406+81.8% | $10,767+109.4% | $11,409+97.6% |