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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 | $141,411 | $162,136-12.8% | $152,301-7.2% | $154,746-8.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.55% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,098 | $4,890+4.3% | $4,624+10.2% | $4,379+16.4% |
| Participant deferral / active EE | $17,027 | $8,341+104.1% | $8,004+112.7% | $6,730+153.0% |
| Admin fee / account holder | $1,121 | $15,759-92.9% | $14,398-92.2% | $14,365-92.2% |