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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 | $154,030 | $185,312-16.9% | $161,489-4.6% | $154,746-0.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.71% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,341 | $4,769-29.9% | $4,268-21.7% | $4,379-23.7% |
| Participant deferral / active EE | $22,930 | $6,350+261.1% | $5,630+307.3% | $6,730+240.7% |
| Admin fee / account holder | $347 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |