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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 | $131,528 | $154,228-14.7% | $145,433-9.6% | $137,256-4.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $9,754 | $4,804+103.0% | $4,554+114.2% | $4,156+134.7% |
| Participant deferral / active EE | $16,044 | $8,216+95.3% | $7,897+103.2% | $6,407+150.4% |
| Admin fee / account holder | $819 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |