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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 | $156,859 | $162,136-3.3% | $152,301+3.0% | $154,746+1.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.01% | 91.02%-68.0pp | 80.50%-57.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $15,272 | $4,890+212.3% | $4,624+230.2% | $4,379+248.7% |
| Participant deferral / active EE | $25,055 | $8,341+200.4% | $8,004+213.0% | $6,730+272.3% |
| Admin fee / account holder | $15,550 | $15,759-1.3% | $14,398+8.0% | $14,365+8.2% |