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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 | $125,921 | $148,623-15.3% | $135,974-7.4% | $139,466-9.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.69% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-359.0pp |
| Employer contribution / active EE | $5,934 | $5,246+13.1% | $4,859+22.1% | $4,754+24.8% |
| Participant deferral / active EE | $7,709 | $8,103-4.9% | $7,760-0.7% | $6,712+14.9% |
| Admin fee / account holder | $13,596 | $12,406+9.6% | $10,767+26.3% | $11,409+19.2% |