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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 | $154,780 | $148,558+4.2% | $135,925+13.9% | $139,427+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 79.22%-63.3pp | 68.25%-52.3pp | 373.27%-357.3pp |
| Employer contribution / active EE | $15,934 | $5,244+203.9% | $4,857+228.1% | $4,752+235.3% |
| Participant deferral / active EE | $9,953 | $8,101+22.9% | $7,759+28.3% | $6,711+48.3% |
| Admin fee / account holder | $1,982 | $12,401-84.0% | $10,764-81.6% | $11,404-82.6% |