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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 | $146,931 | $157,276-6.6% | $141,177+4.1% | $152,885-3.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.55% | 64.33%-36.8pp | 71.40%-43.9pp | 345.39%-317.8pp |
| Employer contribution / active EE | $5,801 | $5,262+10.2% | $4,736+22.5% | $4,763+21.8% |
| Participant deferral / active EE | $17,407 | $7,110+144.8% | $6,710+159.4% | $5,851+197.5% |
| Admin fee / account holder | $987 | $12,123-91.9% | $10,263-90.4% | $11,598-91.5% |