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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 | $152,624 | $174,379-12.5% | $152,093+0.3% | $138,895+9.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.81% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $24,338 | $4,652+423.2% | $4,175+483.0% | $4,194+480.3% |
| Participant deferral / active EE | $13,350 | $6,159+116.8% | $5,451+144.9% | $6,396+108.7% |
| Admin fee / account holder | $1,987 | $16,880-88.2% | $14,497-86.3% | $12,562-84.2% |