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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 | $155,864 | $185,312-15.9% | $161,489-3.5% | $154,746+0.7% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 15.59% | 103.84%-88.3pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,374 | $4,769+75.6% | $4,268+96.2% | $4,379+91.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $928 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |