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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 | $154,056 | $148,629+3.7% | $135,982+13.3% | $139,487+10.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.58% | 79.33%-62.8pp | 68.32%-51.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $10,000 | $5,247+90.6% | $4,859+105.8% | $4,755+110.3% |
| Participant deferral / active EE | $10,696 | $8,102+32.0% | $7,760+37.8% | $6,713+59.3% |
| Admin fee / account holder | $11,749 | $12,406-5.3% | $10,767+9.1% | $11,407+3.0% |