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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 | $152,675 | $148,623+2.7% | $135,974+12.3% | $139,466+9.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.23% | 79.30%-43.1pp | 68.30%-32.1pp | 373.66%-337.4pp |
| Employer contribution / active EE | $14,058 | $5,246+168.0% | $4,859+189.3% | $4,754+195.7% |
| Participant deferral / active EE | $11,188 | $8,103+38.1% | $7,760+44.2% | $6,712+66.7% |
| Admin fee / account holder | $1,267 | $12,406-89.8% | $10,767-88.2% | $11,409-88.9% |